Insights

Growth in AI Focus Morningstar Australasia's recent launch of an index tracking pure-play artificial intelligence companies signifies a strategic focus on emerging technology sectors, offering opportunities to integrate advanced data analytics and AI-driven tools into client offerings.

Leadership Expansion The appointment of key sales and investment specialists such as Vijay Srinivasan and Mark Hoven indicates a commitment to expanding market reach and fostering relationships within the superannuation and retirement-income sectors, presenting avenues for tailored software solutions.

Market Trend Alignment The company's active engagement with market outlooks and industry surveys demonstrates a deep understanding of evolving industry needs, positioning AdviserLogic to offer customized advice delivery solutions aligned with current market trends.

Digital Engagement Tools AdviserLogic's integrated digital tools and strength in streamlining advice processes highlight potential for upselling AI-enabled features and analytics platforms that enhance operational efficiency and client experience.

Regional Expansion Potential Participation in international events and the launch of content like the South African Barometer suggest opportunities to tailor and expand digital advice solutions for new regions, leveraging their experience in diverse markets to attract global clients.

Similar companies to AdviserLogic

AdviserLogic Tech Stack

AdviserLogic uses 8 technology products and services including Azure Databricks, Google Marketing Platform, Zendesk, and more. Explore AdviserLogic's tech stack below.

  • Azure Databricks
    Advanced Analytics And Data Science
  • Google Marketing Platform
    Analytics
  • Zendesk
    Documentation Tools
  • Factiva
    Marketing Performance Measurement
  • Cython
    Programming Languages
  • On-Site
    Real Estate Property Management
  • Cloudflare Bot Management
    Security
  • Adobe XD
    Team Collaboration

Media & News

AdviserLogic's Email Address Formats

AdviserLogic uses at least 2 format(s):
AdviserLogic Email FormatsExamplePercentage
First.Last@adviserlogic.comJohn.Doe@adviserlogic.com
100%

Frequently Asked Questions

Where is AdviserLogic's headquarters located?

Minus sign iconPlus sign icon
AdviserLogic's main headquarters is located at 100 Barangaroo Avenue Level 3 Sydney, New South Wales 2000 Australia. The company has employees across 2 continents, including AsiaOceania.

What is AdviserLogic's official website and social media links?

Minus sign iconPlus sign icon
AdviserLogic's official website is morningstar.com.au and has social profiles on LinkedIn.

What is AdviserLogic's SIC code NAICS code?

Minus sign iconPlus sign icon
AdviserLogic's SIC code is 7372 - Prepackaged Software NAICS code is 5112 - Software Publishers.

How many employees does AdviserLogic have currently?

Minus sign iconPlus sign icon
As of February 2026, AdviserLogic has approximately 14 employees across 2 continents, including AsiaOceania. Key team members include Business Development Manager: T. M.Business Development Manager WA/SA: R. K.Team Lead Software Development: S. S.. Explore AdviserLogic's employee directory with LeadIQ.

What industry does AdviserLogic belong to?

Minus sign iconPlus sign icon
AdviserLogic operates in the Software Development industry.

What technology does AdviserLogic use?

Minus sign iconPlus sign icon
AdviserLogic's tech stack includes Azure DatabricksGoogle Marketing PlatformZendeskFactivaCythonOn-SiteCloudflare Bot ManagementAdobe XD.

What is AdviserLogic's email format?

Minus sign iconPlus sign icon
AdviserLogic's email format typically follows the pattern of First.Last@adviserlogic.com. Find more AdviserLogic email formats with LeadIQ.

When was AdviserLogic founded?

Minus sign iconPlus sign icon
AdviserLogic was founded in 2008.

AdviserLogic

Software DevelopmentNew South Wales, Australia11-50 Employees

Morningstar AdviserLogic is an end-to-end advice solution built to simplify and strengthen how Australian financial advisers deliver advice — without the need for expensive consultants.

With streamlined advice delivery, integrated Morningstar data and research, and powerful modelling and digital engagement tools, AdviserLogic helps reduce your cost to serve while enabling you to deliver high-quality, client-centric advice with confidence. For updates, follow @MorningstarAustralia

Section iconCompany Overview

Headquarters
100 Barangaroo Avenue Level 3 Sydney, New South Wales 2000 Australia
SIC Code
7372 - Prepackaged Software
NAICS Code
5112 - Software Publishers
Founded
2008
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    AdviserLogic's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    AdviserLogic's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.