Explore
Select Region

Revenue management — simplified

PayLogic replaces error-prone spreadsheets with a single platform to import, reconcile and analyse revenue data from multiple sources  — giving you the accuracy, visibility and compliance readiness your advice business needs.

Login

The hidden cost of manual revenue management

Manual spreadsheets

Time consuming, error prone and difficult to scale as your business grows.

Revenue leakage

Missed or incorrect payments and fee splits — lost revenue opportunities hidden in manual processes.

Operational cost

Duplicated effort, high admin load and disparate systems adding cost and inefficiency.

Compliance & audit exposure

Higher risk of incorrect or missing records — increased audit preparation time.

Opportunity cost

Lack of visibility into profitability and performance — missed growth opportunities.

What sets Paylogic apart

No two advice businesses are the same. PayLogic gives you the tools to configure, automate and grow — without the complexity.

Configure your own data Thumb.webp

Configure your own data

Easy-to-use configuration tools let you manage advisers, clients, referral partners and payment sources — updating PayLogic as your business evolves.

Intuitive but powerful Thumb.webp

Intuitive but powerful

A clean interface makes it easy to navigate complex tasks — setting up schemas, building reports and managing users.

Support your advice practices Thumb.webp

Support your advice practices

Fee data flows directly to AdviserLogic and any other system — so you can support your practices regardless of how they operate.

Always audit-ready Thumb.webp

Always audit-ready

Simplify your obligations without the paperwork overhead — audit reports are generated in minutes, not hours.

Frequently Asked Questions

Ready to see for yourself?

Morningstar, its affiliates and content providers accept no responsibility for any investment decisions, losses or damages arising from the use of this page. The content is provided for information purposes only and does not constitute investment advice or an offer to buy or sell any security. It has been prepared without regard to your financial objectives, situation or needs. You should consider its appropriateness and, where relevant, the applicable Product Disclosure Statement before making any investment decision.

Morningstar Australasia Pty Limited (ABN 95 090 665 544, AFSL 240892) and Morningstar Research Ltd are subsidiaries of Morningstar, Inc. Morningstar Investment Management Australia Limited (ABN 54 071 808 501, AFSL 22896) is the Responsible Entity and issuer of the Morningstar Investment Funds. Morningstar Australasia Pty Limited and Morningstar Research Ltd do not publish qualitative research on Morningstar Investment Management Australia Limited’s products and do not endorse, issue, sell or promote those products. No guarantee is provided in relation to capital repayment, income or performance. Past performance is not a reliable indicator of future performance.