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Showing 31 - 40 of 40 results for %22AdviserLogic%22

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' ...

AdviserLogic appoints NSW sales manager

LAURA MILLAN  |  MONDAY, 24 NOV 2014
Financial planning software provider AdviserLogic A has appointed a former Associated Advisory Practices (AAP) business consultant as sales manager for New South Wales. Marnie Page will be responsible for driving the growth of the business in NSW and ...

Zurich extends daily data feeds offer

STAFF WRITER  |  MONDAY, 21 JUL 2014
Users of the AdviserLogic platform will have access to Zurich Financial Services' daily data feed service as a result of a partnership between the two companies. The service automatically updates client and policy information to the financial planning ...

XPLAN named top planning application

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... available to Australian financial planners. Six full feature planning applications were benchmarked in the 2013 Report - AdviserLogic, AdviserNETgain, Coin Office, Midwinter, MoneyOne and XPLAN Three Hybrid planning applications were benchmarked in the ...

Class Super adds actuarial SMSF service

MATT WOODINGTON  |  MONDAY, 18 JUL 2011
... and SMSF trustees. In February, Class Super agreed a deal to integrate with financial advisory software provider AdviserLogic.

MDAs to expand SMSF footprint

ELISE BURGESS  |  TUESDAY, 15 MAR 2011
... solution is used for datafeeds to Coin, Visiplan and XPlan and is in the final stages of being able to be rolled out for AdviserLogic while the group has focused on the self-managed super funds (SMSF) market of late to implement a Class Super datafeed ...

AdviserLogic teams with Class Super

MATT WOODINGTON  |  THURSDAY, 3 FEB 2011
Financial advisory software provider AdviserLogic has agreed to integrate with online SMSF administration platform operator Class Super. The tie-up will enable AdviserLogic to provide users with automated data feeds, significantly increasing their efficiency ...

Planner software innovations to pressure platforms

COMPANY RELEASE  |  WEDNESDAY, 28 OCT 2009
... marketplace's normal offerings from the main platform providers, said an industry expert. Gundeep Sidhu, managing director of AdviserLogic, said the smart and innovative planning software providers are now responding to an "escalating inflow of enquiries" ...

AdviserLogic selects CLS

COMPANY RELEASE  |  MONDAY, 27 APR 2009
Financial advice software provider, AdviserLogic, has appointed CLS as sales and marketing partner. Kurt Smyth, executive manager at CLS, said adding AdviserLogic as a client reflects CLS' growing reputation in the marketplace. "Financial planners that ...

AdviserLogic launches planner-friendly software

... expert to create a planning software that promises a better IT platform for small to mid-size planning practices. AdviserLogic is a complete operations, sales, reporting and compliance IT package for licenses, authorised representatives and their clients. ...
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