Meet QAR Head-On: Are you Ready?

• Reduce Costs: QAR’s core purpose is to simplify and reduce the cost of providing advice. Morningstar AdviserLogic’s streamlined processes mean less time spent on administrative tasks, ultimately lowering the costs associated with providing advice.

• Ease of Access: Our modern advice tools make it easier than ever to provide quality, regulatory-compliant advice to clients; addressing the new principles-based advice documents, enhanced record-keeping requirements, and simplified fee consent arrangements.

• Visual Advice: Discover our new client friendly engagement tools to quickly generate projections that help your clients better understand the benefits of your recommendations.

• Unlock Advice Delivery Efficiency: Tailored, pre-designed, soon to come QAR advice templates – designed to enhance your practice efficiency and allow you to focus on what truly matters: your clients.

• Out-of-the-Box, Easy-to-Use AdviceTech Solution: Get up and running without the need for consultants or significant down-time.

• Outstanding Service: Our onboarding, templates and service teams are dedicated to helping you maximise the software’s benefits as quickly as possible, providing ongoing assistance and best practice aligned to your business needs.

Trusted by over 2,500 Australian advice professionals, Morningstar AdviserLogic is designed to simplify the complexities of running a financial planning practice.

Featuring a powerful, modern CRM and robust advice generation capabilities, Morningstar Adviserlogic manages all aspects of the advice process end-to-end.