Information about AdviserLogic financial planning software

1. Your Solution

2. What is AdviserLogic?
WHO WE ARE
AdviserLogic is an Australian technology appreciated fact is that AdviserLogic has
company which develops business solutions been created by advisers for advisers. The
for Financial Planners and Risk Advisers. founders of the business are actively
The system has been developed ground up involved in development and we frequently
from a clean slate with input from engage leading industry professionals to
practicing financial advisers. ensure we are at the forefront of efficiency,
Our core leadership team is composed of usability and creativity.
former financial advisers. A widely-
created by advisers,
for advisers
WHY WE ARE
Our passion is in systemisation and WHAT WE DO
operational efficiency. At our core we feel
We implement adaptable technology
that all businesses, no matter how big or
solutions with the goal of standardising a
small should run to the highest standard of
business’ processes. By adopting
quality and professionalism.
AdviserLogic we find our clients are able to
Technology is a significant cornerstone of
increase the productivity of their staff,
any business and is the vehicle that drives
identify the inherent opportunities in their
your efficiency.
client base and improve the quality of their
Improving each of our client’s businesses is
advice.
our goal. We take great pride in seeing the
productivity gains and increased sales WHERE WE ARE
opportunities that develop after
Our technical support is Australian-based
implementing our solution.
and primarily operates out of our head
office in the Sydney CBD.

3. Managing Relationships
GET THE CLIENT VIEW
At its core, AdviserLogic’s CRM is focused Using the Client Home you can refresh
on nurturing your existing clients. The your knowledge of a client’s situation in
ability to access information quickly and in seconds, allowing you to spend more time
a consolidated manner is crucial in this having talking to your clients and focusing
regard and that’s why we feel the Client on providing them your valuable advice.
Home tool is so valuable.
YOUR CLIENTS, YOUR WAY
Based on the way you naturally work, you’ll need to deal with multiple clients at once and
so should your software solution. AdviserLogic allows you to open and navigate multiple
clients simultaneously using our simple tabbing system.

4. Researching Risk
INTEGRATED QUOTING
We know that preparing system with the leading comprehensive premium
risk quotations for your research and actuarial and feature comparisons
clients can be a hassle. data to create RiskLogic, as well as actual insurer
This inconvenience has an easy to use and quotes without rekeying
been removed for lightning fast interface. data.
AdviserLogic users. RiskLogic ensures that our
We have combined our users can get accurate and
FEATURE COMPARISON
We help your clients understand the
value of your advice by providing a
straightforward ranking and feature
comparison service. Gone are the days
of poring through PDSs - compare the
most in depth features of multiple
policies with the click of a button.
ATTRACTIVE REPORTING
We know our users take pride in the documents they present to their
clients. Once you’ve quoted and compared, print out beautifully
formatted customised reports with ease.

5. Forecasting the Future
INTERACTIVE MODELLING
Cash flow modelling and scenario forecasting are of growing importance in the current
financial planning environment. You need to be able to use the information entered for your
clients to quickly create accurate and logical cash flow models. Our modelling tool is fully
integrated with your clients’ information and requires no double entry of data. AdviserLogic
allows on-report editing which means you can alter client situations and instantaneously see
the effect.
SCENARIO COMPARATOR
Why be satisfied with the status quo? In addition to standard forecasting reports, you can
easily compare alternative models within
AdviserLogic and create straightforward,
easily interpreted comparison reports and
charts for your clients. This kind of
documentation is excellent when
demonstrating the value of certain strategies
and our aim is to make creating them a
breeze.

6. Running a Business
WORKFLOW IDEOLOGY
At the centre of our development ideology is the view that if a business has a track on which
to run, it will run itself. This is why we crafted our task and workflow framework to provide
maximum usability while still being flexible enough to deal with the variances in business
processes that naturally occur.
PROCESS VISUALISATION & CREATION
From a top level, directors and practice
managers need to be able to easily visualise
and create the processes they wish to
implement. We have made the set up of
workflows extremely straightforward but still
robust enough to handle even the most
complex of scenarios
CENTRALISED TRACKING
To simplify office management, we provide a task-tracking feature that works at individual
and management levels. Individual users can monitor tasks from easy view widgets on their
home screen and practice managers can analyse in great detail the changes that have been
made to tasks by their staff. We also
offer a flexible alerts system which
incorporates both email and internal
notifications can be triggered for a
range of events as set by the user.
SUCCESS REPORTING
We believe that the key to business and process development is the ability to reflect on past
behaviour and measure effectiveness of staff and the effectiveness of protocols. Our Task
Segmentation tool used in conjunction with task update tracking provides invaluable
information and allows you to oversee work in progress and review past performance
without having to micro manage individual workflow items.

7. Your Next Logical Step
ORGANISE A CHAT
We’d love to have a chat and hear where your business passions lie. The first step is to ensure that
you’re confident that AdviserLogic is a good fit for your business and that we’re comfortable that we
can add value for you. The next step is for us to discuss migration, implementation and
customisation options and arrange your training schedule. That’s just logical!
HOW TO CONTACT US
Pop in to head office at Level 26, 1 Bligh Street, SYDNEY
Phone in on 02 8226 8670
Email us on info@adviserlogic.com
Visit our website www.adviserlogic.com
Check out our YouTube channel www.youtube.com/adviserlogic
Meet us on LinkedIn www.linkedin.com/company/adviserlogic
Read our Enhancements Blog on corporate.adviserlogic.com/blog
Take the online tour tinyurl.com/adviserlogictour