AdviserLogic expands software integration capacity

Financial planning software firm AdviserLogic has announced it has partnered with a software integrator to increase its ability to integrate with other software services.

In a statement, the company said it had partnered with application integrator Zapier to allow AdviserLogic users to link their accounts to other apps and create triggers and rules within that.

“Integration is what advisers are crying out for and nobody seemed to be taking them seriously,” said AdviserLogic chief executive Daniel Gara.

“By developing a broad API and integrating that with Zapier, we’re enabling our clients to easily integrate their AdviserLogic accounts with popular apps such as Google Calendar, Calendly, Xero, Evernote, Formstack and many more.”


The partnership will allow AdviserLogic to integrate with “over 1,000 other applications”, the statement said.

Mr Gara said AdviserLogic is focused on making its software easier for advisers to use.

“We’ve invested in integration. We’ve invested in adviser efficiency. We’re committed to financial planning,” he said.

AdviserLogic expands software integration capacity
AdviserLogic, Zapier, financial planning technology, fintech, API, open API, technology integration
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