Brand profile · Software Development

Morningstar AdviserLogic

Sydney, NSW-based Morningstar AdviserLogic operates in Software Development. Ownership is publicly held; it publishes at morningstar.com.au. It holds one address on record, all in Australia. The record counts 15 people. Tagged financial Advice CRM, adviser Technology and adviceTech Software. It is listed alongside two similar brands, mostly in Financial Services.

Profile live Public Company Founded 2008 1 office country

Key facts

Counted staff
15
self-reported band not used
Founded
2008
18 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Public Company
self-reported
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Description

Morningstar AdviserLogic is an end-to-end advice solution built to simplify and strengthen how Australian financial advisers deliver advice — without the need for expensive consultants.

With streamlined advice delivery, integrated Morningstar data and research, and powerful modelling and digital engagement tools, AdviserLogic helps reduce your cost to serve while enabling you to deliver high-quality, client-centric advice with confidence. For updates, follow @MorningstarAustralia

Specialties

All 4 specialties
  • Financial Advice CRM
  • Adviser Technology
  • AdviceTech Software
  • Financial Planning Software

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AULevel 3, International Tower 1, 100 Barangaroo Avenue; Sydney, NSW 2000Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at Morningstar AdviserLogic?

The record holds 15 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.

Where does Morningstar AdviserLogic have offices?

One address on record, Australia only. Primary: Level 3, International Tower 1, 100 Barangaroo Avenue, Sydney, NSW 2000.

Has Morningstar AdviserLogic raised funding?

None linked to this brand.

What does Morningstar AdviserLogic list as its specialties?

Four tags on the brand's own list, among them Financial Advice CRM, Adviser Technology and AdviceTech Software.

Which companies are listed alongside Morningstar AdviserLogic?

4 profiles list Morningstar AdviserLogic as a peer — 78th percentile in Software Development. It lists ten peers of its own.

What is Morningstar AdviserLogic's website?