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Showing 21 - 30 of 39 results for "AdviserLogic"

PayLogic signs new AFSL client

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
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 ...

AdviceIQ appoints former Premium Wealth CEO

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
... 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 appoints director for hybrid role

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
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 ...

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
... 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. ...

AIA and AdviserLogic partnership to benefit advisers

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
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 ...

AdviserLogic appoints former Countplus director

ALEX BURKE  |  FRIDAY, 3 JUN 2016
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 ...

XPLAN named best app

KERRIE SYDEE  |  TUESDAY, 26 APR 2016
... 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.

AdviserLogic launches updated platform

ALEX BURKE  |  FRIDAY, 5 FEB 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 enlists Rice Warner for RiskLogic upgrade

STAFF WRITER  |  WEDNESDAY, 5 AUG 2015
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 ...

AdviserLogic launches licensee-to-adviser tech tool

STAFF WRITER  |  WEDNESDAY, 21 JAN 2015
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' ...