AdviserLogic

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Morningstar AdviserLogic is an award-winning financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations. It brings together modern advice technology along with a set of practice management tools on one technology platform. AdviserLogic works across systems and integrates with third-party applications to give you control over how you spend your day and focus on delivering best-in-class advice on your clients.

 

AdviserLogic has partnered with BGL in order to automatically retrieve each SMSF's investment balances from Simple Fund 360 on a regular basis and save time and effort for advisers.

How do I set up integration with AdviserLogic? 


For a detailed guide refer to AdviserLogic Help Guide

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