AdviserLogic Planning Software

Felcorp's AdviserLogic capability

AdviserLogic software capability is included as part of the following Felcorp service areas:

• Paraplanning Duties
• Adviser Admin Duties
• Financial Planning Software Capabilities
• On Demand Paraplanning Duties

Felcorp Support has over five years of specialised experience working within the AdviserLogic platform for Australian paraplanning and adviser administration engagements. Our teams are highly proficient in navigating AdviserLogic's integrated environment — building client records, generating suitability documentation, running financial projections, and managing compliance workflows. This deep platform familiarity means our offshore paraplanners can operate productively within your AdviserLogic setup from the start, delivering consistent advice documentation and administration outputs.

Our teams handle fact-find data entry, financial plan construction, SOA and ROA production, and ongoing review documentation within the AdviserLogic environment under your onshore direction.

What is AdviserLogic?

AdviserLogic is a cloud-based financial planning and practice management platform designed for Australian financial advice practices. The platform provides tools for client management, financial planning, advice document generation, compliance tracking, and practice operations. AdviserLogic supports the full advice process from fact-finding through to ongoing client reviews, with a focus on streamlining the production of compliant advice documentation.

Key modules and components

• Client management and fact-find workflows
• Financial planning and projection tools
• Statement of Advice (SOA) generation
• Record of Advice (ROA) automation
• Risk profiling and insurance analysis
• Superannuation and retirement modelling
• Compliance management and audit logging
• Fee disclosure and consent management
• Practice management and reporting
• Third-party platform integrations and data feeds

For more information about AdviserLogic, visit the official website at adviserlogic.com.