Easy-to-use financial planning software that reduces admin and speeds up advice delivery

Ava is Morningstar AdviserLogic’s first AI chatbot, designed to instantly resolve your queries and enhance your support experience. Get smart, real-time answers anytime, anywhere – giving you more time to serve clients and grow your practice. And when you need extra help, our friendly support team is just a click away.

How Ava helps you:

• Get instant answers to your AdviserLogic questions - available 24/7

• Fast resolutions that keep you on track, even after office hours

• More time with clients, less time waiting for support

The Holistic Cashflow Modelling module helps you clearly demonstrate a client’s financial trajectory — from their current position to future goals — without the complexity of spreadsheets. This interactive, scenario-based approach builds trust and supports more meaningful, goal-focused conversations from the very first engagement.

Lengthy, complex forms can be intimidating and are a major reason clients drop off halfway. AdviserLogic’s Digital Onboarding Fact Find takes a different approach to speed up new client onboarding. It starts with a simple, welcoming experience and uses personalised prompts that encourage completion, giving you an accurate snapshot of your client’s financial situation before the first meeting. The Review Fact Find is also a significant time-saver. Clients can visually scan their financial information through a clean, structured summary delivered via a secure digital link. With no paper or email back-and-forth, clients simply update what’s necessary and send it back for the adviser to accept directly into the CRM.

Why clients stay engaged:

• Quick to complete - most clients finish in minutes

• Clean, intuitive design - easy-to-digest, interactive, and mobile-responsive

• Data flows straight to AdviserLogic CRM - no double handling

Generate high-quality, compliant advice faster with AdviserLogic. Select pre-built strategies, compare products, and produce clear, client-friendly reports and visualisations. AdviserLogic guides you through required steps to help address compliance requirements, saving significant time in preparing and presenting engaging advice.

By combining a modern CRM, streamlined digital advice tools, and integrated Morningstar research, AdviserLogic removes inefficiencies and closes system gaps – helping time-poor advisers work more efficiently, strengthen client relationships, and grow their practice with confidence. You can also integrate data from platforms, funds, insurers, and banks to streamline reporting and stay engaged across your client base.

Keep all client records and file notes in one place to simplify and strengthen your record keeping. Integrate service delivery with our revenue management system and leverage Morningstar data and research reports to substantiate your advice with confidence.