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AdviserLogic Pricing & License Types

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AdviserLogic is built for 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.

Pricing & License Types

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

Prices are in AUD and exclude GST. Prices current as February 2021.

Access To Morningstar Research

Users with a subscription to Morningstar Adviser Research Centre can access research profiles and ratings through AdviserLogic. Existing users should contact Support to link their account. New users can sign up for a two week free trial here https://arc.morningstarhub.com.au/, or via your Morningstar Business Development Manager.

Additional Services

Please speak to your Morningstar Business Development Manager or Customer Success Manager to obtain pricing for additional services, such as custom workflows and templates.


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