MyPlanner Australia chooses AdviserLogic

Licensee MyPlanner Australia has chosen AdviserLogic to provide technology solutions for its new planners and has also begun roll out of AdviserLogic solutions to its existing planners.

AdviserLogic head of product development, Daniel Gara, said 50 MyPlanner Australia users have implemented AdviserLogic solutions since the decision to implement was made in September 2014. “We understand there are both complexities and opportunities involved with providing advice in a changing industry, and MyPlanner Australia has acknowledged the importance of software in making it as simple as possible for planners to provide quality, compliant advice to their clients,” he said.

MyPlanner Australia managing director Philippa Sheehan said one of the factors in the decision to implement AdviserLogic solutions was the introduction of the Licensee Console and Licensee CRM functions, announced last month.

“We needed a software provider that was prepared to work with us and our planners to make the supervision and monitoring of our authorized representatives easy,” she said. “In addition, the AdviserLogic tools continue to be enhanced, ensuring advice documents for planners are easy to prepare. It is a fantastic dual solution for both licensee and planner.”

Early this year, MyPlanner Australia appointed an AdviserLogic specialist, Carole Lange, to provide additional support to planners. “As an experienced financial planner and paraplanner, Carole has been able to work on ensuring the advice process continues to be clear and concise for clients and easy for planners to prepare,” Ms Sheehan said.

MyPlanner Australia has also engaged AdviserLogic to continually enhance its SoA templates to ensure that they keep up with an ever-changing industry.