AdviserLogic
Centrepoint Alliance, together with AdviserLogic (backed by Morningstar), is excited to announce an exclusive technology support service tailored for our adviser communities. This partnership brings specialised offerings to both our licensed and self-licensed advisers, ensuring that each group receives the tools and support they need to run their business.
This partnership will provide exclusive access to Centrepoint Alliance suite of templates and advice documents expertly coded by Morningstar, and continuously maintained and updated to ensure they meet your evolving needs
Enjoy exclusive pricing on software subscriptions, making it more affordable to leverage cutting-edge technology. Please see below for Centrepoint AdviserLogic Aligned and our Self-Licensed offer
Aligned Offering
(Available to Alliance Wealth, Matrix Planning Solutions and Professional Investment Services)
- Access a suite of Centrepoint Alliance aligned templates including advice documents, strategies, email/note templates and reports
- Revenue data will be streamed through Iress' Commpay, allowing you to produce revenue reports and FDS directly from AdviserLogic
- Users will enjoy discounted CPAL Pricing on software subscription which is currently the lowest available AdviserLogic pricing in the market
Self Licensed Offering
(Available to LaVista and AAP)
- Access Centrepoint Alliance Advice templates, strategy library and self-licensed templates and reports for an introductory fee of $750 pa + GST
- New and existing users are able to obtain a CPAL Self-Licensed discounted software subscription
- Users already on AdviserLogic will be able to seamlessly transfer to Centrepoint version of AdviserLogic
