LOGDIN is a vertical CRM and workflow management platform developed specifically for the UK wealth management sector. Built on the Zoho developer platform, it offers a tailored solution for financial advice firms seeking to streamline operations, automate client servicing, and scale efficiently. The system was created by a former adviser and business owner with over a decade of experience in the sector, aiming to address the limitations of generic CRM systems and the resource constraints faced by many advice firms.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

This content is restricted

KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS: