Excel provides our financial planning and SMSF clients with tools to keep up to date.
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Class Client View is our SMSF administration service that allows SMSF trustees to remain in control of their investments, contribution limits and pensions. Access up to date information about your SMSF, track investment performance and prepare a variety of reports to view or print.
By using the latest in software and technology we can provide daily valuation of all ASX listed securities, most managed funds, and most bank accounts.
AdviserLogic is so much more than just another financial software company.
We’re your gateway to business growth. Our dedication to genuine client communication, customisation and intuitive usability inspires financial professionals to reach higher. Our mission is to advance technology that powers exceptional financial advice, so that you can rise within the industry.