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CLS Adviser Briefings August 2011 Compliance to Reliance

CLS Adviser Briefings August 2011 Compliance to Reliance. AdviserLogic – our Mission. To be the premier, user-friendly, fully-integrated client management system for the Australian financial advisory market. AdviserLogic – our History.

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CLS Adviser Briefings August 2011 Compliance to Reliance

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  1. CLS Adviser Briefings August 2011 Compliance to Reliance

  2. AdviserLogic – our Mission • To be the premier, user-friendly, fully-integrated client management system for the Australian financial advisory market

  3. AdviserLogic – our History • Built a CRM-centred, web-based software suite for Advisers • Started in 2005, came to market in 2008 • Created by planners in response to lack of user-friendly applications • Integrated tools for cash-flow and portfolio modeling, super and insurance comparison, SoA production and practice management.

  4. What’s new at AdviserLogic? • SuperLogic • Business clients • Thomson Reuters • SoA Wizard • Templater • Quick Docs.

  5. FOFA brings two quotes to mind • "There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else." Sam Walton, Walmart • "Do what you do so well that they will want to see it again and bring their friends." Walt Disney, The Walt Disney Company

  6. What will AdviserLogic do for you? Risk Costs Revenue

  7. Reducing Riskthrough Improved Compliance • How do you keep client records? • Do your advice documents comply with your AFSL regulations? • Do your client’s portfolios match their risk profiles? • File Notes • Document Storage Vault • Custom Fact Find • Templates with Wizards • Portfolio asset allocation comparisons.

  8. Manage Compliance

  9. Reducing Coststhrough Increased Efficiency • What is your time worth? • What do you pay your staff? • Reclaim those wasted seconds, minutes and hours! • End-to-end internal integration • External integration • Document generation • Work-flow management.

  10. Efficient access to information

  11. Increasing Revenuethrough Improved Client Engagement • Target specific clients and prospects for events • Contact clients en masse in a timely manner • Record and easily access relevant client information. • Use the Query Designer to determine invitees for seminar • Bulk email clients to tell them of a managed fund upgrade • Use Custom Fact Find to put your stamp on the CRM.

  12. Get closer to your Clients

  13. What will AdviserLogic do for you? Risk Costs Revenue

  14. What’s coming soon at AdviserLogic? • Auto-allocation of excess cash • New templated documents • Platform datafeeds • Stockbroker datafeeds • Enhancements to client logins • Client-facing calculators • Comprehensive work-flow processes

  15. CLS Adviser Briefings August 2011 Compliance to Reliance

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