Software provider AdviserLogic announced in a statement today that they were “very proud” to have won the ‘Overall Customer Satisfaction’ award two years in a row, ‘Ease of Use/Navigation’ for the fourth year and ‘Value for Money’ for the third time.
AdviserLogic executive director Daniel Gara said he was thrilled with the results.
“The customer experience is genuinely at the core of all our decisions and how we develop our software, so to be recognised by our customers makes us really feel like winners,” he said.
“You can’t see me right now but I’m pumping my fist in the air with excitement.”
AdviserLogic national distribution manager Marnie Page also said the awards made the team want to work even harder to hold onto the “Customer Satisfaction crown”.
“Our team will continue to be dedicated to developing high quality software solutions that are easy to use, and be right there ready to support our customers,” she said.
The awards are based on satisfaction ratings voted on by financial planners in the Investment Trends 2017 Planner Technology Report.




After much research Just switched over to Adviserlogic. Very happy. Still needs some fine tuning on making it fantastic but way better than Xplan, even better then Midwinter and better then COIN. Would highly recommend Adviserlogic for any adviser looking to stand out from the crowd. Good job guys.
Congratulations Marnie and Daniel. The award is thoroughly deserved. Thank-you for your service too date.
Thanks for your support, Phillip. We’re very excited!