{"id":47274,"date":"2019-11-25T07:20:38","date_gmt":"2019-11-24T20:20:38","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=47274"},"modified":"2019-11-26T10:38:42","modified_gmt":"2019-11-25T23:38:42","slug":"adviserlogic-releases-reimagined-digital-soa-production-suite","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2019\/11\/25\/adviserlogic-releases-reimagined-digital-soa-production-suite\/","title":{"rendered":"AdviserLogic Releases Reimagined Digital SoA Production Suite"},"content":{"rendered":"<p class=\"p1\"><span class=\"s1\"><a href=\"https:\/\/www.adviserlogic.com.au\/\" target=\"_blank\" rel=\"noopener noreferrer\">AdviserLogic<\/a> has released a reimagined digital SoA production suite which CEO, <strong>Daniel Gara<\/strong>, says has &#8220;thrown off the shackles of old-fashioned SoA production\u201d, replacing it with a system that is designed for maximum compliance control and ease of use.<\/span><\/p>\n<p><!--more--><\/p>\n<figure id=\"attachment_29994\" aria-describedby=\"caption-attachment-29994\" style=\"width: 150px\" class=\"wp-caption alignright\"><a href=\"https:\/\/riskinfo.com.au\/news\/files\/2015\/06\/Daniel-Gara.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-29994\" src=\"https:\/\/riskinfo.com.au\/news\/files\/2015\/06\/Daniel-Gara.png\" alt=\"\" width=\"150\" height=\"180\" \/><\/a><figcaption id=\"caption-attachment-29994\" class=\"wp-caption-text\"><span class=\"s1\">AdviserLogic CEO and Founder, <\/span>Daniel Gara &#8230;providing an end-to-end advice workflow<\/figcaption><\/figure>\n<p class=\"p1\"><span class=\"s1\">He said SoAs will now be delivered to clients as a secure, personalised website as well as a PDF, explaining AdviserLogic has been re-architected as an end-to-end advice workflow, incorporating strategy selection, comprehensive research and full document tailoring. <\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">Gara explained that as each strategy is recommended, the adviser will be able to see the relevant chapter of the SoA on-screen and either change the inputs or, if preferred, modify the output.\u00a0<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">Editing is handled within the software, he added, ensuring AFSLs retain a precise line of sight on what recommendations are made to clients. <\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">AdviserLogic will be equipped with digital signing capability and integrated with third-party pre-vetting software to deliver real-time checks and confidence to AFSLs, advisers and their clients.<\/span><\/p>\n<h6>&#8220;&#8230;<span class=\"s1\">it&#8217;s time for digital advice to go mainstream.&#8221;<\/span><\/h6>\n<p class=\"p1\"><span class=\"s1\">&#8220;The way AdviserLogic now steps advisers through each strategy, ensuring that all relevant inputs are collected makes the whole process so easy to use,&#8221; said Gara.<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">\u201cThere are no more tricks to learn &#8211; it just works. Today we&#8217;ve proven that the future is with us and that it&#8217;s time for digital advice to go mainstream.\u201d<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">In related news, Morningstar announced plans on 4 November to acquire AdviserLogic and is due to complete at the end of the month.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>AdviserLogic has released a reimagined digital SoA production suite which CEO, Daniel Gara, says has &#8220;thrown off the shackles of old-fashioned SoA production\u201d, replacing it with a system that is designed for maximum compliance control and ease of use.<\/p>\n","protected":false},"author":20,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,4474,7],"tags":[],"class_list":{"0":"post-47274","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-compliance-regulation","7":"category-practice-management","8":"category-technology"},"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/47274","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/20"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=47274"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/47274\/revisions"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=47274"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=47274"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=47274"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}