No-fuss Revenue & Risk Management
Shield your client’s finances from risk with this user-friendly software. Fully integrable with the AdviserLogic interface or able to be purchased separately, PayLogic is your solution to confusing and time-consuming revenue management systems. Manage data and analyse metrics to recognise trends, and create risk management strategies. Your processes will be so thorough, yet simple to convey to your client, that they will quickly become returning customers year after year.
Enjoy seamlessly streamlined information for efficient processing of data. Manual input will be a thing of the past with PayLogic’s fully integrable, cloud-based systems.
- Upload your Fee-for-Service payments from Xero.
- Revenue statements emailed directly into the system for faster processing.
- Data feeds directly into AdviserLogic.
- No need to manually key in your existing distribution structure; it will import automatically.
Features that Instigate Action
Get your work done quicker with these time-saving tools. Impress your clients with solid results by gaining no-fuss access to information that’s easy to read, analyse and transform into actionable insights.
- ABA file generation.
- Bank reconciliation.
- Database segmentation.
- Map one, map all function.
Revel in the convenience of using PayLogic for painless revenue management. Know that you can access it on-the-go, that private information remains secure at all times, and that risky business is a thing of the past.
- Mitigate key person risk.
- Add unlimited user accounts for straightforward team collaboration.
- Easily upload zipped and password protected files.
- Access anywhere, anytime with cloud-based mobile and tablet compatible interfaces.
The AdviserLogic Suite of Products
Standout features at a glance
- Ability to customise any of our products to suit your needs.
- Ability to build and maintain totally unique custom products.
- API compatible with dozens of third-party applications.
- All products integrate as a seamless suite, can be used separately or with other CRM’s.
- Salesforce-oriented product development plans.
- Servers based at AWS Sydney.
- Backups several times per day – AWS & Google Cloud.
- Regular third-party penetration testing.
- Two Factor authentication.
Financial Planning Tools
- Risk Insurance.
- Superannuation research.
- Cash Flow modelling and projections.
- Sophisticated template coding.
- SoA wizard tools.
- Default product advice.
- Investment reporting.
- iOS and Android apps.
- Client Login feature.
- Bulk RoA tool.
- Bulk FDS tool.
- FDS tool.
- AFSL Console (allowing dealer overview of adviser activity).
- Model Portfolio, APL, Risk Profiler management.
- Training webinars.
- In-house training.
- Training videos.
- Help Centre articles.
- Live Chat help.
- Phone & email assistance.