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AdviserLogic Group’s flagship product AdviserLogic awarded the Overall Satisfaction Software Award for the fourth year in a row by Investment Trends.
AdviserLogic Group has launched AdviserLogic Dashboards, empowering AFSLs to proactively monitor the compliance of their advisers in real time. For the first time, AFSLs are able to gain valuable insights from automatically-updated and configurable dashboards highlighting both areas of concern and opportunities in Compliance, Revenue, Investment & Insurance. Data can be broken down at AFSL, […]
Morningstar has agreed to acquire Australian adviser software firm AdviserLogic for an undisclosed the price but settling by the end of this month.