Financial planning technology provider, AdviserLogic has announced that its client strategy has yielded a record month of growth in November.
Executive Director, Daniel Gara says “We’ve brought on 26 financial planning practices to our flagship adviser CRM, AdviserLogic as well as six AFSLs to our revenue management system, PayLogic. It is no secret that AdviserLogic has always focused on product development and usability rather than flashy marketing campaigns. Growth was slow in the early years, but now we are bringing on more than one practice per day. It is very exciting for all of the team!”
Phaedra Hackles, National Sales Manager suggests “AFSLs are looking for an integrated solution that handles both their financial planning software and revenue management requirements. Adding the availability of the AdviserLogicPLUS consulting and paraplanning service seals the deal for licensees who don’t want the pain of balancing and reconciling commissions statements and just want to get on with advice. They’re happy to deal with a single company who can deliver so much of what they need in efficiency of advice and revenue management. There isn’t anyone else in the market who delivers all of this from the same company.”
AdviserLogic is the winner of Investment Trends 2016 awards for Ease of Use, Value for Money and Overall Satisfaction in the financial planning software space and has recently brought on industry veterans David Smith and Paul Harding-Davis to senior non-executive positions.
