Morningstar AdviserLogic for Centrepoint Alliance: LaVista & AAP
self-licensed practices


Morningstar AdviserLogic is an easy-to-use, out of the box solution

Our software is recognised for its user-friendly design and simplicity, and we’ve embraced the same philosophy in our pricing.

You’ll start with a base license fee that grants access to the core features outlined below. Our onboarding packages are tailored to meet various needs, and we'll guide you in selecting the one that's right for you. From there, you can choose any additional features you require, such as client logins, extra templates, custom workflows, and more.

No surprise bills—just pay for what you use.

Tell me more

Morningstar AdviserLogic is built for ease of use and maximum efficiency. Data is captured once. Automated data feeds for bank accounts, investment accounts and insurance policies keep records up to date, meaning you’ll spend less time managing data and more time with your clients.

Take a look at some of AdviserLogic's key features below.

AdviserLogic Features

Capabilities

Client and Adviser Home

A dashboard that can be customised to show what you want to keep track of

CRM

Comprehensive projection modelling including asset, liability, tax, Centrelink and cashflow modelling with unlimited asset and entity inclusion.

Data Feeds (Holding)

Daily automatic updates with balances and transactions for client' super and investments, insurance, bank accounts and loans - from platforms, fund manager, stockbrokers, banks, life offices and more

Data Feeds (Product)

Unit pricing, asset allocation, investment fees, and more for funds, shares, ETFs and SMAs

Product Comparison

Detailed fee and product information for super, investment and insurance product comparison covering a broad array of providers. Powered by Morningstar and Omnium data.

Cash Flow Modelling

Easy to use projection modelling including asset, liability, tax, Centrelink and cash flow modelling with unlimited asset and entity inclusion.

Statement of Advice (SoA)

Rapid digital SoA creation through our proprietary wizard-driven advice generation

Client Access

Ability to extend web access to certain features to clients.

FoFA Management

Integrated FDS and Opt In module with inbound revenue feed.

Mobile Apps

Adviser Mobile Apps iOS and Android apps to access and input information on the go.

Morningstar Integration

Integration of Morningstar's independent platform data and investment research as well as FinaMetrica for risk profiling

Third Party Integration

APIs available for integration with over 2,000 web-based applications.

License Types

Our software is recognised for its ease of use and simplicity. We approach how we price our solutions the same way.

You'll pay a base license fee which gives you access to the core functionality below. Our onboarding packages offer options to suit different needs - we will guide you to the right package for you. Then, just select any add-ons you'd like, such as client logins, additional templates, custom workflows, etc.

No surprise bills. Just pay for what you use.

Inclusions

Comprehensive Adviser

Strategic Adviser

Investment Adviser

Risk Adviser

Paraplanner

Support

Client Home

File Notes

Document Vault

Workflow Management

Document Creation

Risk Research & Quoting

Same as adviser

Superannuaniton Research & Comparison

Same as adviser

Portfolio

Same as adviser

Unit Pricing

Same as adviser

Data Feeds

Cashflow

Same as adviser

Note: Paraplanner and Support licenses must be attached to an adviser license.


Preferred Pricing for Centrepoint Alliance: LaVista & AAP self-licensed practices

License Types

Per Month

Per Annum

Comprehensive Adviser

$614

$7,368

Strategic Adviser

$512

$6,144

Investment Adviser

$512

$6,144

Risk Adviser

$374

$4,488

Paraplanner

$280

$3,360

Support

$162

$1,944

Client Login

bundled - $0

Per client per month

myDataLogic

bundled - $0

Per client per month

Prices are in AUD and exclude GST. Prices current as of October 2024.

Additional once-off onboarding fee of $1,500+GST applies.


Onboarding


All Morningstar AdviserLogic clients receive an onboarding package, which includes data migration (one database), templates, training, and ongoing support. Your dedicated Onboarding Consultant will work with you to migrate your data and ensure you're set up for success with Morningstar AdviserLogic.



Statement of Advice & Other Templates

Centrepoint Alliance and Morningstar have collaborated to offer approved advice and document templates, allowing you to get up and running with Morningstar AdviserLogic more efficiently.


Questions? Ready To Sign Up?

Contact our team to discuss your needs.

Phaedra Hackles - QLD, WA, NT

phaedra.hackles@morningstar.com

0432 096 774

Kiera Howlett - NSW, ACT

kiera.howlett@morningstar.com

0408 745 299

Thomas Tolevski - National Director, AdviserLogic

thomas.tolevski@morningstar.com

0413 944 308

Raymond Au - VIC, TAS, SA

raymond.au@morningstar.com

0402 895 204



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