Search Results | Showing 31 - 40 of 40 results for %22AdviserLogic%22 |
| | 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' ... |
| | | 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 ... |
| | | 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 ... |
| | | ... 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 ... |
| | | ... and SMSF trustees. In February, Class Super agreed a deal to integrate with financial advisory software provider AdviserLogic. |
| | | ... 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 ... |
| | | 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 ... |
| | | ... 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" ... |
| | | 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 ... |
| | | ... 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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