Established in 2006, AdviserLogic has a suite of software products built to assist Financial Advisers, licensees, brokers, corporate ARs, software providers and AFSLs to prosper. Our approach to providing custom solutions for businesses and individuals drives us to constantly adapt our cutting-edge technology to make gaining new ground that little bit easier.
AdviserLogic has partnered with BGL in order to automatically retrieve each SMSF's investment balances from Simple Fund 360 on a regular basis.
How do I set up integration with AdviserLogic?
For a detailed guide refer to AdviserLogic Help Guide