AdviserLogic provides financial planning software for financial advisers.  The software streamlines advice processes, facilitates portfolio research and building, enhances client engagement, and offers built-in compliance support.  It integrates with various third-party applications and data feeds.

AdviserLogic

news_impact_assignment_basic

key_people

network_dossier

public_peers

news_daily_refresh

news_processing_daily_refresh

news_impact_assignment_daily

news_processing_basic

legal

legal_dossier

bundesanzeiger

events_dossier

partnerships_market_presence_dossier

partnerships_market_presence

company_dossier

network

strategic_challenges

industry_trends

strategic_challenges_dossier

industry_trends_dossier

company_summary

events

network_mapping

transactions_dossier

swot_dossier

merger_acquisitions

signals

financial_statements

crunchbase_trigger

crunchbase_profile

li_profile

financials_download_nd

private_financials

swot_analysis

financial_legal_advisories

company_structure

industry_analysis

financial_analysis

funding_rounds_analysis

regulatory_analysis

competition_analysis

news_impact_assignment_advanced

news_processing_advanced

news_advanced

purchaser_profile

network_onboarding

translate_crunchbase_fundingrounds

peers

customer_profile

news_basic

valuation

news impact assignment basic	general
public peers	general	Sep 29, 2024 4:07 AM	bbe2429d
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
signals	general	Sep 29, 2024 4:07 AM	0bc81950
crunchbase trigger	general	Oct 31, 2024 9:55 AM	dda4a1c5
crunchbase profile	general
li profile	general
translate crunchbase fundingrounds	general
peers	general	Sep 29, 2024 4:07 AM	00579f69
news basic	general	Sep 29, 2024 4:07 AM	d82b1241
bundesanzeiger	filings
merger acquisitions	company_analysis
financials download nd	financials
private financials	financials

COM:ADVISERLOGIC

AdviserLogic