AdviserLogic
You need to track and manage user data from all your Data Processors. It’s a simple process with LegalSite, you can select companies from our extensive index. Just send a request through the app and have files automatically uploaded.
Get startedAdviserLogic provides financial planning through intelligent tools like Need Analysis, RIskLogic, Research, SuperLogic and Cashflow.
AdviserLogic is a popular CRM tool that many companies use to handle their customer information and communications. It have 45 million users world wide and is used in many sectors.
LegalSite connects to AdviserLogic via , which means you can easily import and sync your data.
Automation is extremely important to make sure your legal and privacy compliance is optimal at all times.
Using this integration with AdviserLogic your financial planning will seamlessly fit your legal and privacy procedures.
Get started on our Free plan, and achieve full compliance with U.S., E.U., and other global privacy regulations for up to 1,000 data subjects. No credit card required and no need to talk to sales.