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