AdviserLogic has joined the Morningstar family.

Morningstar Australasia Pty Limited recently acquired AdviserLogic, a cloud-based financial planning software platform for financial advisers. The acquisition, completed on Dec. 1, 2019, is part of Morningstar’s mission to empower investor success through the work we do with financial advisers in Australia and beyond. AdviserLogic is an easy-to-use, award-winning financial planning software platform that helps you manage your business efficiently while addressing your compliance needs.

We’re joining forces to support advisers.

Financial planning software is at the heart of the advice process. Combining AdviserLogic’s easy-to-use, award-winning software with Morningstar’s renowned data, research and technology solutions will help advisers run more efficient and compliant practices with the goal of delivering improved outcomes for clients.

Together we’re enhancing the advice process.

AdviserLogic and Morningstar believe in delivering transparent and independent advice. We both strive to offer advisers solutions that enhance the advice workflow to help drive efficiency and successful outcomes for investors.

Solutions to help your practice shine

Financial Planning Software

AdviserLogic is a multi-award-winning, user-friendly software solution that combines customer management capabilities with financial planning and research tools, and empowers users to integrate with hundreds of their favourite web-based applications.

Revenue Management Software

A payment management platform that lets licensees, brokers and corporate ARs decipher fees and commissions information from various product providers and calculate payment amounts for the advisers, agents and referrers as per individual arrangements specific to them.

Client Data Feeds

Integrated into AdviserLogic and available for software providers and AFSLs, this powerful data feed solution brings client data from platforms, fund managers, stockbrokers, insurance companies, banks and superannuation funds to you in an automated and standardised format.

Captivate your clients with easy-to-read breakdowns of their financial position.

Streamline your daily work

Client management, simplified

Manage and report on your entire client book with simple dashboards and reporting tools.

No-fuss revenue management

Your solution to confusing and time-consuming revenue management systems.

Software that fits how you work

Custom workflows, templates and fact find flexibility allows you to tailor AdviserLogic to suit how you want to work.

Tools to maintain your compliance records

Keep a record of key documents for yourself and your clients with automated audit trails.

Effective time management

Streamline your day. Make changes to your workflow without delays.

Integration and connectivity

Out of the box integration with research providers, data feeds and third party applications.

Leading the way for advisers

Investment Trends Winner
Ease of Use / Navigation
2014, 2015, 2016, 2017, 2018, 2019
Investment Trends Winner
Value for Money
2015, 2016, 2017, 2018, 2019
Investment Trends Winner
Overall Satisfaction
2016, 2017, 2018, 2019
Investment Trends Winner
Producing Simple
Financial Plans
2018, 2019