AdviserLogic's portfolio management tools allow advisers to build and manage investment portfolios for their clients, with features such as risk analysis, asset allocation, and rebalancing tools. The platform integrates with a range of investment management and research tools, making it easy for advisers to manage their clients' investments and stay up-to-date on market trends.
AdviserLogic's reporting tools allow advisers to generate customized reports on their clients' financial positions, including detailed cash flow analysis, net worth reports, and retirement projections. The software also includes a range of compliance tools to help advisers stay up-to-date with regulatory requirements, including FDS and opt-in reporting.
AdviserLogic is known for its user-friendly interface and intuitive design, making it easy for financial advisers to navigate and use. The platform also offers a range of integrations with other financial software tools, including XPLAN, IRESS, and Macquarie Wrap. Overall, AdviserLogic is a popular choice among financial advisers in Australia who are looking for a comprehensive and customizable financial planning software solution.