AdviserLogic

AdviserLogic (AL) is a financial planning software solution that has been designed by Advisers for Advisers.

It has been built from the ground up as a web based application with the Client Review Management (CRM) as it’s core. For this reason, unlike other applications the CRM is fully integrated with the client Fact Find, assets / investment portfolio, liabilities, insurance needs analysis, cash flow modelling, portfolio management and SOA production.

It is logical and easy to use. Upon access to the AdviserLogic, Advisers can very quickly begin getting the benefits of the solution. 

For these simple reasons, AdviserLogic is fast becoming a major force in the financial adviser markets. 

Some of the key features of AdviserLogic including the following:

Client Relationship Management (CRM) capability including:

• Client summary page ability to custom fields.
• Fact Finder, Risk Profiler (fully customiseable)
• Database segmentation (industry leading)
• File Notes, file uploads and client categorization.

Investment tracking including:

• Consolidated view and unlimited entity views
• Unlimited Assets i.e. house, investment property, shares, mutual funds, agri  etc.
• CGT Parcel Selection
• Historical Reports such as income and growth, asset allocation transaction list.

Cashflow Modeling including:

• Importing  existing fact find, investment & liability data into model (no rekeying)
• Create Multiple Models for client, partner, SMSF, Platform Super, Trusts, Cpy’s etc.
• Model cash flows from and to external and internal entities.
• Cashflow reporting including taxation calculations.
• Old Age Pension and Family Tax Benefit calculations
• Specialist Transition to Retirement Calculator
• Many model reports as spreadsheets, graphs and compare models graphically
• Scenario comparisions

Portfolio  Management tools including:

• Creation of model portfolio’s i.e. growth, balanced shares.
• Rebalancing of client,s portfolio’s to match clients risk profiles over multiple entities.
• Accessing client’s current asset allocation to their desired allocation.
• Rolling over of superannuation funds.
• Repayment  and draw down of loans
• Ability to produce SOA or record of advice outlining the client’s portfolio recommendations. 

Statement of Advice preparation including:

• Import data from fact find / cash flow model (no rekeying of data)
• Option of Single or Modular templating
• Filter out entities (i.e. SMSF, Trust etc) , format Document,
• Template preparation tool (industry leading) including
• Automatic table generator & customiser, automatic graph inclusion

Online secure client portal access, including the ability for clients to:

• Update their personal information.
• View their consolidated position, i.e. investments, insurances and mortgages.
• View their portfolio information, such as asset  allocation, break down of super, investments, CGT reports etc.

Integration including:

• Microsoft Outlook,
• ASX data
• Fund data,
• Canex, i.e. risk insurance premium and features comparison.

Practice management tools including:

• Adding tasks and threads including reporting of outstanding tasks, completed etc
• Diary function, multiple views.,
• Referral tracking,
• Setting of APL lists. etc.

Compliance management tools including:

• Practice document storage,
• Commission disclosure for investment and insurance products.    File note reporting and security.
• Access administration i.e. ability to define adviser, para-planner and administration roles