New Integration: Use AdviserLogic for Intelligent Financial Planning

Emily Breuninger
Emily Breuninger / March 21, 2018

As a financial planner, finding a reliable, intuitive, and comprehensive software solution to fit your business needs can make or break your firm.

AdviserLogic provides a suite of user-friendly products for financial planners to manage every aspect of their business. Use their flagship product, AdviserLogic CRM, to access all client information in a single place. Visualize and make sense of your financial data with their DataLogic app. Manage data and analyze metrics to recognize trends and create comprehensive risk management strategies with their PayLogic solution.

AdviserLogic can now connect to over 1,000 apps via Zapier, so now you can automate all your financial planning workflows.

How AdviserLogic Works with Zapier


  • New Client: Triggers when a new client is created.
  • New Diary Event: Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.


  • Update Client: Updates an existing client's contact details.

Automation Inspiration

Get started with these sample Zaps:

Add Your Clients to a Contact List

Log Your Events

How To Automate AdviserLogic with Zapier

  1. Sign up for an AdviserLogic account, and make sure you have a Zapier account

  2. Try some pre-made AdviserLogic integrations and learn more about how AdviserLogic works with Zapier

  3. Check out our AdviserLogic help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with AdviserLogic and Zapier