AdviserLogic

AdviserLogic is the award-winning and rapidly growing leader in the Adviser CRM and Practice Management software sector. Established in 2006, AdviserLogic now has a range of cloud-based and related services purpose-built to assist Financial Advisers to prosper.

The integration with Class gives you easy access to client portfolio data within AdviserLogic so you analyse and advise with ease.

Visit website