Based in Halifax, Nova Scotia we started Advisory Logistix Software Solutions as a small group of dedicated individuals who have worked in the financial services industry for almost twenty years. Working as a Branch Accountant and Branch Operations Manager within a large IIROC/MFDA branch, we were able to gain a much clearer understanding of the financial information an advisory practice should have at their fingertips every day. In the beginning, advisors were looking for a better way to input and report data specific to the industry. What started as a project to make bookkeeping easier for advisory teams in our financial planning branch, has transpired into a full-cycle cloud-based accounting program for financial and insurance advisors. Like all great challenges, we couldn’t do it by ourselves. Over the past six years we have been working closely with other fellow advisors and their assistants to continuously update the program with new features and reports, while pushing innovation forward.
Commissions & Expense Tracking - Misc. Income & Expense Reporting - General Journal & General Ledger - Balance Sheet - Detailed & Summary Income Statement - Recurring Entries - GST/HST tax reporting - Budget comparison and more to come
View and manage the financial status of your practice anywhere - we live in the cloud so you can securely access your data from your desktop, phone and tablet wherever you are
No long-term contracts
No per-user fees
Free 90 day trial
Subscribe for only $20 per month (plus applicable taxes)
PAY AS YOU GO. NO LONG-TERM CONTRACTS. NO PER-USER FEES.
All users automatically receive software enhancements and new features currently under development (including Advisor Dashboard, capital asset tracking, bank reconciliation, and more) at no extra cost.
Some advisory practices utilize additional company structures to round out their business such as the use of corporations for insurance commission flow-thru. AdvisorFinancials.com includes the ability to track and report revenue and expenses for any number of additional entities that may be required by the advisory practice.