Terms were not disclosed.
As part of the acquisition, AdviserLogic’s 80-plus employees across Australia and India have joined Morningstar, including AdviserLogic chief executive Daniel Gara, who will lead the product development and go-to-market efforts for AdviserLogic within Morningstar.
Over the past decade, AdviserLogic has built a client base of nearly 500 independent financial advisers across approximately 550 practices. Built by advisers for advisers, AdviserLogic’s software has some of the highest market-leading satisfaction scores driven by a focus on the advice workflow and user experience.
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