About AdviserLogic
AdviserLogic is a Technology company based in Sydney (Australia) founded in 2006, and was acquired by Morningstar in November 2019. A suite of IT services is provided for advisory professionals. AdviserLogic offers products and services including AdviserLogic Software, Ava Chatbot, Cashflow Modelling, and Advice Documents. Its focus areas include Business Services, IT Services and Suite.
Company details
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.
- Headquarters Sydney, Australia
- Stage Acquired
- SectorsTechnology
- Website adviserlogic.com.au
- Acquired by Morningstar (Nov 2019)
- Investors
- Acquired byMorningstar
(Nov 2019)
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
Investors in AdviserLogic
AdviserLogic has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Morningstar.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial data and investment advisory tools are offered online. | 1984 | morningstar.com | Chicago, United States |
Investor details for AdviserLogic
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Timeline of AdviserLogic
2 dated milestones of AdviserLogic across 13 years, from founding to its latest funding, stage changes and deals.
- Founded AdviserLogic is founded.
- Exit Acquired by Morningstar.
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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 offers AdviserLogic Software, Ava Chatbot, Cashflow Modelling, and Advice Documents.
AdviserLogic has 1 investor. Key investors include Morningstar.
Yes. AdviserLogic was acquired by Morningstar in November 2019.