AdviserLogic wins ‘Ease of Use’ Award in 2014 Investment Trends Planner Technology Report
AdviserLogic wins ‘Ease of Use’ award
AdviserLogic Managing Director, Gundeep Sidhu, says the fact that AdviserLogic was specifically designed from an adviser perspective to help advisers cope with the day-to-day functions and challenges of providing advice is, he believes, the overriding reason AdviserLogic took home the Ease of Use Award in the recently-released 2014 Investment Trends May 2014 Planner Technology Report (the Report) based on a survey of 1038 financial planners. The Report found that the number one most common area advisers want their planning software to improve is ease of use.
“We have an obsession with helping advisers be the best in front of both their existing and new clients,” Mr Sidhu says. “Our goal from day one was to not only help make life more efficient and compliant for advisers and their staff, but to also help them identify more opportunities within their existing client base.”
Mr Sidhu says AdviserLogic received the highest user satisfaction ratings for usability, speed, stability and integration with platforms. “These are all things we think are integral to running an efficient practice.”
The Report indicated that 73 per cent of AdviserLogic clients found the AdviserLogic solution to be ‘good’ or ‘very good’ for ease of use. “Our understanding of how advisers work, the roadblocks they can face, their day-to-day needs and the importance of when they need it are things we continually look to improve,” Mr Sidhu says. “We created AdviserLogic to make Customer Relationship Management the central hub and everything else is built around it. We believe this is what makes it so easy for advisers to use and adapt as a key tool.”
Mr Sidhu says advisers also find AdviserLogic an easy system to learn. “They quickly acquire the knowledge required to use the system correctly which means they are forming the correct habits in relation to compliance and day-to-day handling of data,” he says. “This makes a huge difference when managing evolving relationships with a large number of clients.”
