AdviserLogic

AdviserLogic is a cloud-based, financial planning software that serves independent financial advisers in Australia. The open architecture software platform delivers an end-to-end planning solution that encompasses best in class training and support. On November 4, 2019, AdviserLogic was acquired by Morningstar, terms of the agreement were not disclosed. AdviserLogic is Morningstar’s easy-to-use financial planning software that helps independent financial advisers connect with clients and run efficient practices while supporting AFSL compliance needs.