Take control of your practice with AdviserLogic

Award-winning financial planning and practice management software

Client-centric solutions

More than ever, independent advice is at the heart of empowering client success. Our award-winning solutions support the advice process by driving efficient business management, addressing compliance obligations, and increasing client connectivity.

Increase Efficiency

Automate tasks and reduce administrative burden with our practice management tools.

Strengthen Connectivity

Demonstrate the value of your advice with Morningstar’s independent research and accessible reports.

Manage Compliance

Address regulatory requirements with revenue software integration and templates for FDS production.

Transform your practice with our powerful advice tools

STATEMENT OF ADVICE

Future-proofing the way you work

Reduce time spent on modelling, researching products, and generating a Statement of Advice by selecting pre-defined or custom advice strategies.

Key adviser activities:

  • Generate client-centric advice with extensive product data & sophisticated modelling tools
  • Increase efficiency with SoA templates
  • Personalise templates while remaining consistent with your licensee requirements

FOFA COMPLIANCE TOOLS

Address compliance needs

Easily consolidate client records and file notes for regulatory purposes. Get support meeting FoFA requirements with templates for FDS production and opt-in management.

Key adviser activities:

  • Keep a record of client interactions and track client opt-in
  • Generate Fee Disclosure Statements (FDS)
  • Import Recipient Created Tax Invoices (RCTI) and revenue statements from your dealer group to monitor and allocate payments

BUSINESS MANAGEMENT TOOLS

Focus on what really matters

With our powerful CRM, you only ever have to enter client information once. Our document templates and consolidated reporting efficiently lowers costs of your business.

Key adviser activities:

  • Save time with Automated Fact Finds
  • Integrate powerful data feeds from funds, superannuation, life offices and banks in real-time
  • Create and customize dashboards to your needs

CLIENT ENGAGEMENT TOOLS

Strengthen client connections

Deepen client-adviser communication with Morningstar’s accessible reports, designed to help clients understand adviser recommendations. Improve client engagement with Morningstar’s data and behavioural research—informed by a 35-year history of empowering the end investor.

Key adviser activities:

  • Access data, behavioural research and investment recommendations from Morningstar's market-leading products
  • Deliver accessible client reports to demonstrate the value of your advice
  • Give clients login access so they can upload information and documents directly

Get the most out of AdviserLogic

Dedicated Support

Our support teams will guide you through product set-up. Afterwards, they remain available to answer all your questions.

Setting You Up For Success

Get product walkthroughs and time-saving tips with regular webinars hosted by our customer success team.

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Manage Revenues

Integrate our revenue management feature to efficiently track and monitor payments.

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Local Team of Specialists

Maximise your subscription with our team of product, industry and customer success specialists based in Sydney, Melbourne and Brisbane.

Independent Investment Research

Power your practice with a subscription to Morningstar‘s market leading research, recommendations, and reports.

Learn more ›

Award-Winning User Interface

We’ve won Investment Trends’ awards for the last 5 years. We are constantly working to deliver the best product experience.

Leading the way for advisers

Software:
Ease of Use / Navigation
2014, 2015, 2016, 2017, 2018, 2019, 2020
Software:
Value for Money
2015, 2016, 2017, 2018, 2019, 2020
Software:
Overall Satisfaction
2016, 2017, 2018, 2019, 2020
Software:
Producing Simple Financial Plans
2018, 2019, 2020
Investment Trends May 2020 Planner Technology Report, based on a survey of 693 financial planners.

Ready to see for yourself?

Seamless integrations with your existing systems

Integrate your existing systems and third-party business applications using our open APIs and connect to over 2,000 applications with our Zapier integration. Our platform fully integrates with various third-party data feeds and applications to support the way you want to work.

  • Morningstar Research – Equities, ETFs, Managed Funds, LICs
  • Morningstar Data – Superannuation Funds, Unlisted Managed Funds, Listed Securities
  • BondAdviser Research – Credit/Hybrids
  • Omnium Research – Insurance
  • MailChimp – Emailing
  • FinaMetrica – Risk Profiling
  • Connective Mercury – Mortgage Broker CRM integration
  • Calendly
  • Evernote
  • Google
  • Microsoft Office 365
  • Slack
  • Trello
  • AIA
  • Antares
  • ANZ Share Trading
  • Australian Money Market
  • Bell Potter
  • Bell Direct - Desktop Broker
  • BT Asgard
  • BT Panorama
  • BT Wrap
  • Centuria
  • Class
  • Colonial First State (Retail & Wholesale)
  • Colonial First State FirstChoice
  • CommSec
  • Dalton Nicol Reid (DNR) Portfolio Management
  • DDH Graham
  • HUB24
  • IOOF
  • Macquarie
  • Mason Stevens
  • MLC
  • Multiport
  • Netwealth
  • OpenMarkets
  • Pershing
  • Platinum Asset Management
  • Praemium
  • Russell Investments
  • Sentinel Property Group
  • TAL
  • XPLORE Wealth
  • Zurich