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|Showing 21 - 30 of 39 results for "AdviserLogic"|
|An independent advice dealer group is the latest to partner with AdviserLogic, now using its PayLogic software. Advisers licensed through InterPrac Financial Planning will now have access to the revenue management software, expanding AdviserLogic's ...|
|... has held a number of roles across the industry, including most recently being appointed a non-executive director of AdviserLogic. Notably he has been the general manager - advice for Australian Unity Personal Financial Services and the chief executive ...|
|AdviserLogic has appointed a new non-executive director who will also contribute to the company's strategic partnership opportunities. Paul Harding-Davis will join the company as a non-executive director and will also actively contribute to sourcing ...|
|... done in planning practices, with the traditional notion of 'report' changing in planners' eyes." Software provider, AdviserLogic, saw the largest increase in user satisfaction in 2015, taking first place for overall satisfaction among software providers. ...|
|Life insurer AIA Australia has unveiled a new risk-specific data feed to AdviserLogic to help financial advisers produce faster and more accurate client information for administering life insurance policies. The new data feeds aim to help reduce time ...|
|Software provider AdviserLogic has appointed a new strategic consultant. David Smith will also be appointed non-executive chair "in due course," according to AdviserLogic's statement. As well as formerly heading up the Institute of Chartered Accountants ...|
|... the development of multi-channel advice delivery applications, with providers such as XPLAN, Rubik, Midwinter and AdviserLogic looking to develop significant new multi-channel advice services in 2016.|
|Software provider AdviserLogic has launched AdviserLogic 2.0, the next iteration of its financial planning platform. The primary changes to the software appear to be focused on enhancing user experience, mainly via improving the current user interface. ...|
|AdviserLogic has partnered with Rice Warner to upgrade RiskLogic, its insurance quoting and comparison service. Rice Warner has provided new data which includes legacy insurance product research and quoting on 1,200 products in the group, platform and ...|
|Software provider AdviserLogic has launched a tool to connect licensees and advisers more efficiently. The new services include a Licensee Console that allows advisers to create content, update it and automatically make it available to their planners' ...|
According to analysis from Openmarkets Group, on average Baby Boomers and Generation X are making money on meme stocks, while Millennials are losing money.
The chief executive of a soon-to-merge industry super fund has announced he will not seek a role within the merged fund.
Life insurer TAL launched three new offerings that aim to address fairness and sustainability of income protection products.
AMP Capital made two key appointments to its real estate team and infrastructure equity business.
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