AdviserLogic Financial Planning Software
Felcorp Support's AdviserLogic outsourcing capability for adviser firms. Dedicated paraplanning and admin support.
AdviserLogic Platform Overview
AdviserLogic is a comprehensive advice and paraplanning platform used by financial adviser practices across multiple markets. The platform provides integrated tools for case management, fact finding, advice documentation and client engagement.
AdviserLogic capabilities
Felcorp's AdviserLogic capability includes support across these key service areas:
Expertise across AdviserLogic
Our AdviserLogic teams support the complete paraplanning and advice workflow, including:
- Case file management: Client record setup, case progress tracking and document collation
- Fact finding and information gathering: Client data entry, financial record aggregation and risk profiling
- Advice documentation: Advice memo preparation, recommendation summaries and compliance documentation
- Client engagement: Report generation, client communication workflows and follow-up scheduling
The AdviserLogic difference
AdviserLogic is designed around the advice workflow, which means our teams use the platform to manage the complete journey from initial client engagement through to advice delivery and ongoing review scheduling.
Our paraplanning teams are trained to work with adviser practices across multiple advice service models, from complex wealth planning through to simpler product recommendation cases. We understand the platform's workflow automation capabilities and use these to improve case turnaround time and advice consistency.
Our AdviserLogic service model
We structure our AdviserLogic support across two service tiers:
- Paraplanning support: Case file preparation, fact gathering, document collation and initial advice memo drafting
- Back office processing: Client onboarding, compliance verification and administrative follow-up
Team capability
Our AdviserLogic teams include paraplanners and administrators trained across multiple seniority levels. You can scale our support across entry, mid and senior paraplanning roles, or mix teams across junior, intermediate and senior administrator profiles depending on your service model and case complexity requirements.
Getting started
To learn more about how Felcorp can support your AdviserLogic workflows, contact your account manager or reach out to our support team.
Written by Tobias Fellas, Founder & CEO at Felcorp Support.
