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Showing 1 - 3 of 3 results for "PayLogic"

Morningstar hires advice lead

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... lead its financial planning solutions - including financial planning software AdviserLogic, revenue management software PayLogic, its compliance and business management solutions for licensees, and risk profiling tool FinaMetrica. "Ivon brings over 20 ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... AdviserLogic has three main applications: AdviserLogic (financial planning software and the company's core offering), PayLogic (revenue management software) and DataLogic (software that collects, aggregates and normalises data from platforms, fund ...

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 ...
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