Morningstar completes acquisition
Morningstar Australasia has completed its previously announced acquisition of AdviserLogic; a cloud-based, financial planning software platform for financial advisers in Australia.
Monday, December 2nd 2019, 11:51AM
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.
« Findex seeds fund launch | Legg Mason Brandywine Global bond fund now on FNZ » |
Special Offers
Comments from our readers
No comments yet
Sign In to add your comment
Printable version | Email to a friend |