For the second year running, AdviserLogic has taken home the Ease of Use (Software) Award in the Investment Trends May 2015 Planner Technology Report (the Report). This year AdviserLogic also scored the Best Value for Money (Software) Award and registered the largest increase in planner satisfaction between 2014 and 2015.
“Financial planners are placing a premium on usability,” said Recep Peker, Head of Research for Wealth Management at Investment Trends. “They want to spend as much of their time facing clients as possible, both for acquisition and retention, and as a result want systems that are efficient and save them time.”
AdviserLogic Managing Director, Gundeep Sidhu, believes AdviserLogic’s pragmatic approach to software development is what makes it so easy for advisers to learn and to use.
“We also scored highly in the Report in terms of Customisability and User Interface and we believe this reflects the way we develop software,” he says. “In the development phase, we think about how advisers will actually use the software. We consider not only what will make their businesses more efficient but also what will help facilitate relationships with their clients. Customer relationship management is at the core of the software and all functionality is built around it.”
Mr Sidhu also says AdviserLogic understands that many advisers are small business owners and value for money is important for them.
“Small business owners face many challenges and costs are one of them,” he says. “We are therefore very pleased to be recognized as providing advisers the best value for money in adviser software.”
The Investment Trends May 2015 Planner Technology Report is based on an online survey of 892 financial planners.
