Originally founded by financial planners, Planlogic developed the AdviserLogic software suite to create efficient and compliant financial advice solutions. The company, Planlogic Pty Ltd, was acquired by Iress in 2015. In 2023, the AdviserLogic business was sold by Iress to the private equity firm Pemba Capital Partners. Today, the company operates under the AdviserLogic brand, providing a comprehensive platform that includes CRM, client engagement tools, and compliance features specifically designed for the Australian financial advice industry.

Founded in

Australia