Daniel Gara

Leading technology provider AdviserLogic has announced the launch of AdviserLogic 2.0, unveiling a host of user interface enhancements to be implemented over coming months.

AdviserLogic Head of Product Development Daniel Gara said the enhancements include a complete redesign of the Adviser Home and a revamped Client Home. “We are always conscious of changing adviser needs and are very sensitive to their feedback,” he said. “AdviserLogic 2.0 therefore has both increased functionality and a more modern, fresh look. Our thinking is that the easier to use we make our software, the more time advisers will have to do what they do best – spending time with clients and building relationships.”

AdviserLogic 2.0 has met with very positive feedback from advisers who have previewed the updated features.

Director of Wealth Elements Dean Van Zyl says the improved design helps his practice easily manage a range of functions, from daily tasks to reviews and fee disclosure.

“Being able to customize segmentation shortcuts and easily navigate between key management tools has made the organization of tasks easier and less time-consuming,” he said. “If these enhancements are a reflection of what is to come, then having this software at our disposal will only increase productivity within our business.”

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