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AdviserLogic

About AdviserLogic

AdviserLogic is a cloud-based financial planning software provider based in Sydney, Australia, and operates under Morningstar's portfolio. The platform is tailored for independent financial advisers, focusing on streamlining workflows and enhancing client engagement. It offers a range of tools designed to support evidence-based advice, making it easier for advisers to manage their practices.

Min project size

50,000+

Hourly rate

50 / hr

Employees

13

Locations

Australia

Year founded

Founded 2008

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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