Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia. Our suite of offerings spans paraplanning, ongoing review support and implementation. Over the last 15 years, we have delivered more than 40,000 advice documents to over 150 advisers in Australia. We leverage tech-enabled delivery models that adhere to compliance requirements and allow advisers to have stronger, more meaningful relationships with their clients.
| Website | https://www.planlogic.com.au/ |
| Employees | 150 (116 on RocketReach) |
| Founded | 2011 |
| Address | Suite 71, 20-40 Meagher Street, Chippendale, New South Wales 2008, AU |
| Technologies |
JavaScript
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HTML
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PHP
+30 more
(view full list)
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| Industry | Financial Services |
| Keywords | Financial Advisor Support, Financial Planning Software, Paraplanning Services, Financial Advice Technology, Financial Planning Tools, Wealth Management Software, Investment Planning Tools, Integrated Financial Planning, Retirement Planning Software, Financial Planning Automation, Technology For Financial Advisors, Practice Management Software, Portfolio Management Software |
| Competitors | CoConstruct, Autodesk, Smartsheet, Procore Technologies, Wrike, Buildertrend, Fieldwire by Hilti, e-Builder, A Trimble Company, PlanGrid, an Autodesk company, Trello +37 more (view full list) |
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Planlogic Questions
Shehan Alwis is the Managing Director of Planlogic.
116 people are employed at Planlogic.
Planlogic is based in Chippendale, New South Wales.
Top Planlogic Employees
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Shehan Alwis
Managing Director at Planlogic
Darlington, NSW, AU3 -
Keshia Bari
Chief Operating Officer at Planlogic
Colombo, WP, LK2 -
Ansh Agarwal
Financial Analyst at Planlogic
Bengaluru, KA, IN -
Dylan Fernando
Analyst at Planlogic
Colombo, WP, LK2 -
Dave Johnson
Principal Consultant at Planlogic
Southend-on-Sea, GB1 -
Shaun Fernandes
Management Lead at Planlogic
Mangaluru, KA, IN1 -
Prathik Sashikumar
Analyst - Personal Finance at Planlogic
Bengaluru, KA, IN1 -
1
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Vishwas Pinto
Senior Analyst - Paraplanning at Planlogic
Mangaluru, KA, IN1
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