Planlogic

Planlogic is an Australian startup that offers financial planning solutions to streamline the advice process for financial advisers. With a decade of experience, the company has delivered over 25,000 documents to more than 150 advisers in Australia and Sri Lanka. Their suite of services includes paraplanning, ongoing review support, product recommendation implementation, and strategy consulting for advice-focused businesses. By leveraging tech-enabled delivery models, Planlogic ensures compliance and fosters stronger, more meaningful relationships between advisers and their clients.

Founded in 2011, Planlogic operates in the Financial Services industry with a focus on enabling people to achieve financial freedom and live their best lives. Despite not having publicly disclosed their last investment details, the company's dedication to simplifying financial planning for advisers showcases its potential for growth and innovation in the industry.