Work smarter, not harder
LOGDIN has been designed and built by financial advisers for financial advisers
WHAT IS IT?
LOGDIN is a bespoke CRM built on the Zoho CRM platform exclusively for Financial Advice and Wealth Management firms
An end to end platform and fully automated workflow and task management system
Built in versatility, allowing for bespoke optimisations to suit your firms specific needs
A flexible business operating system for the modern office
THE PROBLEM
We all suffer the same repeatable processes and need to ensure these workflows and processes are carried out as accurately, efficiently and cost effectively as possible
Time consuming and labour intensive processes
No oversight
Lack of organisation
No auditability
Lack business / opportunity tracking
Lack of Management Information and reporting
Lack of Management oversight
Excel over-dependence
Paper / Physical files
Ceiling on number of clients you can service
Can’t / don’t want to scale
Short comings with current technology solutions
THE SOLUTION
LOGDIN brings far greater efficiency and peace of mind to your business
Management MI, Analytics and reporting, communications, robust full automation and oversight. Most importantly it does not change the way you already work or any of the IT systems you already use. Complete oversight for management, advisers, paraplanners and client support staff.
We have found it has made a real difference freeing up capacity in the business and keeping track of everything, particularly our reviews.
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Matthew Brennan
Motus Financial Planning
We’ve been using the LOGDIN since the beginning of the year. We have found it has made a real difference freeing up capacity in the business and keeping track of everything, particularly our reviews. LOGDIN has been straightforward to pick up and everyone has found it easy to get their heads around.
As we’ve become used to how it works we’ve been able to add in more automated reminders, which has kept clients informed while also getting outstanding paperwork in much faster.
The LOGDIN have been great onboarding us and helping us tailor the system.
Matthew Brennan
Motus Financial Planning
It provides a central hub for the various teams within the business to work from and is without a doubt the most essential system in our office.
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Millie Rafferty
Moneytree Wealth Management
LOGDIN allows me to easily manage my workflow by providing a simple platform to keep track of my ongoing cases and prospects.
The automated task generation streamlines our work processes and allows for automated communication to keep clients in touch, affording me the time and freedom to focus on the more complex aspects of my role.
It provides a central hub for the various teams within the business to work from and is without a doubt the most essential system in our office.
Millie Rafferty
Moneytree Wealth Management
LOGDIN has transformed our business. It has allowed us to get real time management information, ensuring we are delivering for clients.
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James Reiss
David James Wealth
LOGDIN has transformed our business. It has allowed us to get real time management information, ensure we are delivering for clients – both for initial and ongoing advice, enabled us to manage workloads, helped us to formulate what workflows and advice process look like that in turn has made training new joiners more straightforward.
We wouldn’t hesitate in recommending LOGDIN.
James Reiss
David James Wealth
We were introduced to Linford & Logdin a year ago and have embraced fully. Logdin is now the core backbone of our business.
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Nick Paling
Motus Financial Planning
With 15 years of experience in the industry and having worked with numerous crm’s that have been supposedly designed for financial planners I have always found them to be overly complicated and ultimately adding, to not reducing from the workload.
We were introduced to Linford & Logdin a year ago and have embraced fully. It is now the core backbone of our business. It is simple to pick up and use and has increased our efficiency. It keeps everyone from admin to advisors on track with cases. It is a system finally built by advisers for advisers.
Nick Paling
Motus Financial Planning