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AdviserLogic integrates data capabilities

AdviserLogic integrates data capabilities

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By tlewis ·
December 07 2015

AdviserLogic integrates data capabilities

Financial planning software provider AdviserLogic has integrated the data capabilities of Praemium and OpenMarkets into its software.

AdviserLogic integrates data capabilities
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Daniel Gara, AdviserLogic head of product development, said the data integration reinforces the company's commitment to making the software "flexible" and "easy to use" for advisers.

"Having their clients' investment portfolio data appear automatically and daily in their AdviserLogic accounts will improve the efficiency of their practice - no need to manually input data," Mr Gara told AdviserInnovation.

He said advisers will be able to access investment transaction data, allow them to provide portfolio reporting, analyse asset allocation and determine portfolio valuation.

In addition, Mr Gara said AdviserLogic will continue to enhance its offerings, and is working on a number of investment and insurance feeds.

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OpenMarkets chief executive Rick Klink said: "As an innovation-focused broker, we're constantly looking at ways we can help advisers provide a better service to their clients and our integration with AdviserLogic is a key part in delivering on this."

Praemium chief executive Michael Ohanessian also noted the importance of data integration.

"It is an important step in our efforts to increase the utility of the Praemium platform and deliver efficiency benefits for our mutual clients," he said.

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