Planlogic
- Company typePrivate
- Founded2009
- HeadquartersChippendale, Australia
- Headcount51–100
- GTM typeB2B
- OfferingServices
Planlogic firmographics
Firmographics- Name
- Planlogic
- Legal name
- Planlogic Australia
- Website
- https://planlogic.com.au
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Planlogic industry classification
Industry- Product category
- Outsourced Paraplanning Services
- SIC
- Investment Advice (6282), Services-Management Services (8741), Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industry
- Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)
Keywords
Where Planlogic is headquartered
LocationHeadquarters
- HQ city
- Chippendale
- HQ country
- Australia
- HQ region
- Oceania
Offices4 records
Markets served
Planlogic business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Ad-hoc Paraplanning Services: Tiered pricing model for Statements of Advice, Records of Advice, and Research & Analysis. Customers pay per document based on complexity tier (Level 01: $250 to Level 04: $700). Transparent upfront pricing with defined turnaround times.
- Dedicated Paraplanner Teams: Ongoing monthly retainer for dedicated paraplanning resources. Part-time (19hrs/week) at $1,950/month and Full-time (38hrs/week) at $3,950/month. Provides consistent team allocation aligned with practice.
- Dedicated Client Service Officers: Monthly retainer for dedicated client service support. Part-time at $1,550/month and Full-time at $2,950/month. Covers client onboarding, administration, CRM management and diary coordination.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Level 01 - Basic: $250 per document |
| Transaction based/ take rate | Pay-as-you-go | Level 02 - Standard: $350 per document |
| Transaction based/ take rate | Pay-as-you-go | Level 03 - Advanced: $450 per document |
| Transaction based/ take rate | Pay-as-you-go | Level 04 - Complex: $700 per document |
| Subscription | Monthly | Dedicated Paraplanner - Part Time: $1,950 + GST per month |
| Subscription | Monthly | Dedicated Paraplanner - Full Time: $3,950 + GST per month |
| Subscription | Monthly | Dedicated Client Service Officer - Part Time: $1,550 + GST per month |
| Subscription | Monthly | Dedicated Client Service Officer - Full Time: $2,950 + GST per month |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels5 records
Planlogic product offering
Product offeringCore offering
Planlogic provides outsourced paraplanning and admin solutions for Australian financial advisers, including ad-hoc production of compliant Statements of Advice (SoAs) and Records of Advice (RoAs), dedicated full-time and part-time paraplanner and Client Service Officer teams, and a digital SoA presentation platform (Adviceflo). Service delivery is performed from offshore operations hubs in Sri Lanka, India and the Philippines with multi-layer human quality review and AI-assisted production tools.
Product overview
Planlogic operates as an outsourced paraplanning and admin solutions provider for Australian financial advisers, offering a portfolio of three interconnected services: Ad-hoc Paraplanning provides on-demand SoA/RoA preparation with tiered pricing; Dedicated Teams provides exclusive full-time or part-time paraplanners and Client Service Officers for ongoing practice support; and Digital SoA (Adviceflo) is a companion digital presentation tool that converts SoAs into interactive visual slides. All services are underpinned by a technology-enabled workflow system with ISO/IEC 27001 certified data security, AI-assisted production capabilities, and embedded quality review processes.
Differentiator
Problem solved
Functional benefit
Brands
- Adviceflo: Digital Statement of Advice (SoA) presentation platform that transforms traditional advice documents into interactive visual presentations for financial advisers.
- Ad-hoc Paraplanning
- Dedicated Teams
Products and services
- Ad-hoc Paraplanning On-demand paraplanning service delivering compliant Statements of Advice (SoAs) and Records of Advice (RoAs) within 5-7 business days. Includes research and analysis, product comparisons, and scenario modelling with transparent four-tier pricing (Level 01: $250 to Level 04: $700 per document). Targeted at Australian financial planning practices that need on-demand paraplanning capacity.
- Dedicated Teams Monthly retainer-based dedicated paraplanners and Client Service Officers assigned exclusively to an advice practice. Provides consistent team allocation, reduced delays during peak demand, and seamless integration with practice workflows. Includes Dedicated Paraplanner (Part-Time $1,950/month, Full-Time $3,950/month) and Dedicated Client Service Officer (Part-Time $1,550/month, Full-Time $2,950/month).
- Digital SoA (Adviceflo) Digital presentation platform that transforms Statement of Advice documents into interactive visual slides for financial advisers. Enables advisers to present complex financial advice in an engaging, client-friendly format with financial projections, practice branding, and zoom-in/zoom-out functionality. Operates as a sister platform to Planlogic.
Quantifiable outcome
- 40K+ advice documents completed across Australian financial planning firms
- +5 more outcomes
Companies that use Planlogic
Customer profileNamed customers14 records
Segments3 records
Ideal customer profiles3 records
Planlogic technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability5 records
Feature5 records
Planlogic partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- AdviceflocoreAdviceflo is a sister digital platform providing interactive advice presentation and digital SoA conversion services. Planlogic refers clients to Adviceflo for digital advice presentations, and Adviceflo serves financial planning practices as an integrated part of the Planlogic ecosystem. The two companies share common ownership and operate as complementary offerings within the Australian financial planning market.
Scale indicators8 records
Recent moves6 records
Expansion highlights6 records
Planlogic competitors and assessment
Company assessmentBroad incumbents
- Orion Advisor Tech: US wealth technology platform offering portfolio accounting, CRM, and financial planning tools to advisers. Comparable to Planlogic as a technology-enabled practice support provider for advisers, at significantly larger scale.
- Iress: ASX-listed provider of financial planning software (Xplan) and trading infrastructure to Australian advice practices. Direct competitor in the SoA production software category.
- Praemium: Australian wealth management platform with integrated portfolio reporting and SMA capabilities. Provides tooling that overlaps with Planlogic's value proposition of enabling practice scale.
- HUB24: Major Australian wealth platform offering integrated investment, super, and SMSF administration to advisers. Competes with Planlogic by providing tools that may reduce need for outsourced paraplanning.
- BGL Corporate Solutions: Established Australian provider of SMSF and accounting software (Simple Fund 360, CAS 360) used by financial advisers. Broad incumbent in adjacent advice-support software with overlapping adviser customers.
- Netwealth: ASX-listed Australian wealth management platform providing advisers with integrated investment, super, and reporting infrastructure. Competes with Planlogic indirectly for adviser practice wallet share and efficiency spend.
Emerging players
- RightCapital: US-based financial planning software platform serving RIAs. Comparable to Planlogic's value proposition of enabling adviser practice scale through technology-enabled planning workflows, though in a different geography.
Direct peers
- AdviserLogic: Australian financial planning software platform with SoA production capabilities. Competes with Planlogic by enabling in-house paraplanning workflows rather than outsourcing, addressing the same adviser documentation pain point.
- Midwinter: Australian financial planning software for advisers and accountants, including advice document generation. Adjacent competitor offering in-house production tooling that competes with Planlogic's outsourced model.
- MyParaplanner: Australian outsourced paraplanning BPO serving financial advisers with SoA and RoA preparation. Direct competitor to Planlogic's ad-hoc and dedicated team services in the same Australian market segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Planlogic social profiles
Digital presencePlanlogic compliance and trust
Trust signalCompliance2 records
Planlogic financial estimates
Financial estimateRevenue estimate
Valuation estimate
Planlogic leadership team
Management profileNumber of profiles
Profiles6 records
Planlogic subsidiaries and ownership
Company hierarchySubsidiaries2 records
Planlogic funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Planlogic M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Planlogic
What does Planlogic do?
Planlogic provides outsourced paraplanning and admin solutions for Australian financial advisers, including ad-hoc production of compliant Statements of Advice (SoAs) and Records of Advice (RoAs), dedicated full-time and part-time paraplanner and Client Service Officer teams, and a digital SoA presentation platform (Adviceflo). Service delivery is performed from offshore operations hubs in Sri Lanka, India and the Philippines with multi-layer human quality review and AI-assisted production tools.
Is Planlogic a public or private company?
Planlogic is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Planlogic founded?
Planlogic was founded in 2009. It employs 51 to 100 people.
Where is Planlogic based?
Planlogic is headquartered in Chippendale, Australia, in the Oceania region.
How does Planlogic make money?
Three revenue lines are on record. Ad-hoc Paraplanning Services are the primary driver. The others are dedicated Paraplanner Teams and dedicated Client Service Officers.
Who are Planlogic's main competitors?
Broad incumbents on record are Orion Advisor Tech, Iress, Praemium, HUB24, BGL Corporate Solutions and Netwealth. RightCapital is listed as an emerging player. Direct peers are AdviserLogic, Midwinter and MyParaplanner.
Does Planlogic have an API?
No public API is recorded for Planlogic.
What industry is Planlogic in?
Planlogic's product category is Outsourced Paraplanning Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of BPAAAGAJ, Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting). Its SIC code is 6282.