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Showing 1 - 6 of 6 results for "Software provider AdviserLogic"

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 ...

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 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 ...

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.

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 ...
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