AdviserLogic today announced that Paul Harding-Davis will shortly be joining the company as a non-executive director. Mr Harding-Davis will also be actively contributing to sourcing and securing strategic partnering opportunities with larger Licensees, Accounting firms and significant platform providers for the market-leading adviser software provider. “Paul’s depth of knowledge of advisers, AFSLs and, particularly, where […]
AdviserLogic
AdviserLogic announces PayLogic service to track AFSL revenue
AdviserLogic launched its revenue management system 12 months ago to assist licensees in managing commissions and fees efficiently in the FDS and opt-in era. It has received resounding response from the user groups who have made it their system of choice.
AdviserLogic wins trifecta of key software awards
AdviserLogic is pleased to have achieved such strong results in the Investment Trends 2016 Planner Technology Report announced today.
Measuring the ‘total cost of ownership’ for software
The total cost of ownership can be measured over the life of the product, whereas for a service it needs to be measured on an ongoing basis.
AdviserLogic is first to market with LiveChat support
Adviser software firm, AdviserLogic, is first to the market with a LiveChat support facility for advisers and paraplanners to more conveniently connect to assistance during and after business hours. “It’s surprising that it has taken the industry so long to meet the demand for out-of-hours contact between service providers and advisers. While we all aim […]
Former President of the Institute of Chartered Accountants joins AdviserLogic as strategic consultant
AdviserLogic announced today that Mr David Smith has been appointed as a consultant to the AdviserLogic Group. Mr Smith will be appointed to the Board as a Non-Executive Chairman in due course. Mr Smith is a well-respected industry figure in accounting, software development and financial services circles; having created a successful software business including a […]