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Showing 1 - 10 of 39 results for "AdviserLogic"

Morningstar business development lead to exit

JAMIE WILLIAMSON  |  WEDNESDAY, 8 SEP 2021
... led a high-performing sales team since joining the Australian office, particularly throughout the acquisition of AdviserLogic and the development of Morningstar's capabilities for IFAs. The fund manager and research house is now on the search for his ...

Morningstar hires advice lead

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
Morningstar Australasia has appointed a new head of financial planning solutions, after it acquired AdviserLogic. Founder and chief executive of AdviserLogic Daniel Gara departed Morningstar in June following his company's acquisition. Now, Ivan Gower ...

Morningstar launches fee comparison tool

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
... products. The new tool will see a refresh of several Morningstar solutions, including its financial planning software, AdviserLogic. Dixon said this will enable advisers to be more confident they are meeting their best interest obligations and delivering ...

Asendium launches swift SOA solution

KARREN VERGARA  |  FRIDAY, 28 MAY 2021
... in 30 seconds. Miller said Asendium works best with another customer relationship management system like Xplan and AdviserLogic. The first iteration, Asendium Lite, launched in August 2020, was implemented by new dealer group Finchley & Kent. Asendium ...

AdviserLogic executive departs Morningstar

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
The former chief executive of AdviserLogic has stepped down following the integration into Morningstar. Daniel Gara is leaving his role as director of product management, financial planning at Morningstar having joined in 2019 at the time of the Morningstar ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... to support advice firms of all sizes, according to the 2020 Advice Technology Benchmark Report. Morningstar's AdviserLogic won the best digital advice process, while Advice Intelligence was recognised for its goals-based advice application. In other ...

Morningstar releases DDO solution

ELIZABETH MCARTHUR  |  TUESDAY, 30 MAR 2021
... house revealed plans to make the data available through its wider product suite including Adviser Research Centre, AdviserLogic, Licensee Dashboards, FinaMetrica and Morningstar Direct.

Advisers switch platforms amid pandemic

ALLY SELBY  |  TUESDAY, 7 JUL 2020
... second spot. CFS First Choice, BT Panorama and Macquarie Wrap also make the top five. In terms of advice software, AdviserLogic took out the top gong for the fifth consecutive year, followed by Midwinter and Xplan. Despite fallout from the Royal Commission ...

FPA launches new ROA solution template

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
... accessing super at the price point set." De Gori said the FPA has partnered with Midwinter, Financial Mappers and AdviserLogic to make the template available digitally. "We are supporting our members by helping them quickly and efficiently provide advice ...

Morningstar releases time saving tool amid crisis

ALLY SELBY  |  THURSDAY, 9 APR 2020
... they can focus instead on engaging new clients and growing revenue. Morningstar's financial planning software AdviserLogic will now feature a digital Statement of Advice (SoA) module, which will help streamline strategy selection, product comparison ...
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