About AdviserLogic
AdviserLogic is a company based in Sydney (Australia) founded in 2006 was acquired by Morningstar in November 2019. AdviserLogic offers products and services including AdviserLogic Software, Ava Chatbot, Cashflow Modelling, and Advice Documents. AdviserLogic operates in a competitive market with competitors including UST, NTT DATA, Breed Reply, Globant and 1&1 IONOS, among others.
- Headquarter Sydney, Australia
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Sectors
Technology
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Phone
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Website
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Annual Revenue
Not available
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Net Profit
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EBITDA
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
Morningstar
(Nov 03, 2019)
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Products & Services of AdviserLogic
AdviserLogic offers a comprehensive portfolio of products and services, including AdviserLogic Software, Ava Chatbot, Cashflow Modelling, and Advice Documents.
Platform for streamlining financial advice and administrative tasks
AI chatbot providing instant query resolution for advisers
Interactive tool for intuitive cashflow and financial modelling
System for creating compliant advice statements and reports
Funding Insights of AdviserLogic
Detailed funding history for AdviserLogic
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Investors in AdviserLogic
AdviserLogic has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Morningstar.
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Financial data and investment advisory tools are offered online.
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Investor details for AdviserLogic
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Investments & Acquisitions by AdviserLogic
Investment portfolio details for AdviserLogic
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Financial Statements - AdviserLogic
Detailed financials for AdviserLogic
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Adviserlogic Comparisons
Peer comparison for AdviserLogic
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Competitors of AdviserLogic
AdviserLogic operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as UST, NTT DATA, Breed Reply, Globant and 1&1 IONOS, among others.
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High-quality office furniture is provided by UST for various needs.
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Application development, cloud, cybersecurity, and business intelligence services are provided.
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AI, cloud, and blockchain services are provided globally.
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IT and digital transformation services are delivered to various industries.
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Cloud infrastructure and hosting services are provided by 1&1 IONOS.
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Provider of end-to-end business process outsourcing services
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Detailed competitors of AdviserLogic
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Latest news on Adviserlogic
Complete news archive for AdviserLogic
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Frequently Asked Questions about AdviserLogic
AdviserLogic was founded in 2006.
AdviserLogic is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
AdviserLogic was established in 2006 in Sydney, Australia, within the IT sector focused on financial advisory tools. Operations center on delivering software solutions for practice management, compliance, and client servicing. Services include workflow automation and data integration tailored to advisory firms. The company maintains its headquarters in Sydney, supporting regional operations across Australia through its online platform.
AdviserLogic's top competitors include Happiest Minds, 1&1 IONOS and Genpact.
AdviserLogic offers AdviserLogic Software, Ava Chatbot, Cashflow Modelling, and Advice Documents.
AdviserLogic has 1 investor. Key investors include Morningstar.