AdviserLogic

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.

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AdviserLogic provides financial planning through intelligent tools like Need Analysis, RIskLogic, Research, SuperLogic and Cashflow.

About AdviserLogic

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.

How AdviserLogic works with LegalSite

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.

It’s easy to get started. Try it for free!

The free edition allows you to launch your LegalSite including all features 
for getting your terms & conditions page and privacy policy page in place.