AdviserLogic has introduced a new enhancement to its software solution by completing an integration of Morningstar fund and share research (Morningstar research).
AdviserLogic head of product development, Daniel Gara, said the integration of Morningstar research simplifies processes for AdviserLogic users who also subscribe to the Morningstar service. “Having this information available within AdviserLogic makes preparation of reviews and statements of advice faster, as the user doesn’t have to re-enter the fund details into Morningstar’s website to download the fund profiles they require.”
Mr Gara said AdviserLogic is sensitive to the needs of advisers and is committed to implementing enhancements which make it quicker, easier and more cost-effective to run a financial advice business.
“We build this software with the needs of advisers in mind. AdviserLogic is a customer relationship management tool at its core, and including enhancements like Morningstar research, is how we help advisers deliver the best possible advice to their clients.”
Mr Gara said the enhancement reflects AdviserLogic’s obsession with making processes more responsive, nimble and easy to learn for advisers. “We understand advisers. They don’t want to spend all day trying to incorporate data into their software. They want the information there ready to send to the client. That is what we are aiming to achieve with AdviserLogic; adviser-friendly and responsive software.”
AdviserLogic’s was named the easiest to use software on the market in the Investment Trends May 2014 Planner Technology Report.
Leave a Comment
You must be logged in to post a comment.