Fact-find prep from existing client records
Designed around a clear trigger inside AdviserLogic, a reviewed AI draft and a measurable reduction in admin time.
AdviserLogictoReview
Software
Financial advice and mortgage broking software
AI automation for AdviserLogic.
AdviserLogic is a financial advice platform used by Australian advisers for CRM, modelling and SoA production. Horizon AI builds reviewed AI workflows that sit inside AdviserLogic, layered onto how your team already works.
Free 30-minute discovery call. No obligation.
AdviserLogic
Financial advice and mortgage broking
- Faster fact-find and application file prep
- Cleaner client document checklists
- Reviewed AI drafts for SoA and review meetings
- Less time on lender policy lookups
How AI fits in AdviserLogic
AI workflows that speak AdviserLogic's language.
Below are the actual product modules, features and ecosystem partners AdviserLogic uses - the AI layer Horizon AI builds slots into these, not around them.
Use AI alongside Ava to industrialise the AdviserLogic workflow. The agent can fire a personalised Digital Fact Find link to clients, push the returned data into Holistic Cashflow Modelling, generate compliant advice via the Digital Advice Module using Morningstar Research, pull live holdings from HUB24 / Netwealth feeds, and reconcile fees via the Revenue Management System - reducing rekeying across the 30+ platform datafeeds AdviserLogic already supports.
By the numbers. AdviserLogic is trusted by over 3,500 Australian financial advice professionals and offers integrations with 30+ investment platforms plus 2,000+ apps via Zapier.
AdviserLogic modules and features we work inside
Digital Fact FindDigital Advice ModuleHolistic Cashflow ModellingRevenue Management SystemAva AI Virtual AssistantMorningstar Research
Other AdviserLogic implementation specialists in Australia
- HUB24
- Adobe Sign
Horizon AI sits alongside these specialists - not as another implementer of AdviserLogic itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
AdviserLogic AI workflows
First workflows worth automating in AdviserLogic.
Each workflow has a defined trigger inside AdviserLogic, a reviewed AI step and a measurable change in how the team spends its week.
Strategy and SoA section drafts for review
Designed around a clear trigger inside AdviserLogic, a reviewed AI draft and a measurable reduction in admin time.
AdviserLogictoReview
Client update drafts after review meetings
Designed around a clear trigger inside AdviserLogic, a reviewed AI draft and a measurable reduction in admin time.
AdviserLogictoReview
Practice workflow summaries for principals
Designed around a clear trigger inside AdviserLogic, a reviewed AI draft and a measurable reduction in admin time.
AdviserLogictoReview
Document chasing with adviser context
Designed around a clear trigger inside AdviserLogic, a reviewed AI draft and a measurable reduction in admin time.
AdviserLogictoReview
How the integration works
AI inside AdviserLogic, not bolted on top.
AdviserLogic integrations run inside the adviser or broker's existing tenancy, with compliance-aware approval gates between AI drafts and any client send.
Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.
- AI integration services – wire AdviserLogic into Horizon-built workflows
- AI implementation services – scope, build, test and hand over the workflow
- AI workflow audit – review what should be automated first
workflow.liveLive
AdviserLogicSource
Reviewed draftReview gate
AdviserLogicAction
- AI Summary drafted review
- OK AdviserLogic update prepared queued
Often paired with
Software we build AdviserLogic workflows alongside.
Best fit for
AdviserLogic sits at the centre of financial advice and mortgage broking teams.
If you run financial advice and mortgage broking on AdviserLogic, the sector landing page covers the full software stack we build around.
Common questions
AdviserLogic AI automation, answered.
Can Horizon AI integrate with AdviserLogic?
In most cases yes. AdviserLogic exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace AdviserLogic?
No. AdviserLogic stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside AdviserLogic.
Which financial advice and mortgage broking workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for financial advisers and mortgage brokers patterns we have built before.
Ready to layer AI inside AdviserLogic?
Tell us the AdviserLogic workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.