AdviserLogic is Australian financial planning software, now Morningstar’s, built around the adviser’s planning work: cashflow modelling, digital advice and Morningstar’s data and research. Its Evolve AI drafts file notes from a Teams call or a voice recording, prepares you for a meeting and flags what may have changed in a fact find. Briefi does not model strategy or write the advice document. It is the meeting, follow-up, document and signing layer, with the client record around them. An adviser who lives in planning software and wants AI inside it should look at AdviserLogic first. One whose gap is the client conversation and everything that follows it could run Briefi beside whichever planning tool they already have.
A row stands only where Morningstar’s pages let us check it. They do not describe a client portal, signing, hosting or an export route, so those rows are left out rather than shown as gaps.
| Briefi AdvisorPlans from A$49 a month | AdviserLogic | |
|---|---|---|
| Around the meeting | ||
| Preparing for the meeting | Briefi AdvisorYesA brief generated before you meet | AdviserLogicYes, with EvolveAI Client Insights prepares you for a meeting2 |
| Capturing the conversation | Briefi AdvisorYesA bot on Zoom, Teams or Google Meet, browser recording, and a standalone recorder for face-to-face meetings | AdviserLogicTeams calls and voice recordingsAI File Note drafts a structured note from a Teams call or a mobile voice recording, for you to review2 |
| Fact find and what has changed | Briefi AdvisorForms and document requestsClients answer built-in forms and upload what is owed through a link | AdviserLogicYes, with EvolveFact Find sync flags what may have changed, for you to review and approve2 |
| The advice itself | ||
| Strategy groundwork before the Statement of Advice | Briefi AdvisorNot what Briefi doesBriefi records the meeting that informs the advice; it does not draft strategy or the advice document | AdviserLogicYes, with EvolveAI Strategy Insights does the groundwork ahead of the SoA for adviser and client, and advice document creation is listed with it2 |
| Cashflow modelling | Briefi AdvisorNot what Briefi doesBriefi has no cashflow or planning model | AdviserLogicYesCashflow modelling and digital advice are named on the product page; AI-assisted modelling is listed as coming soon12 |
| Research and data | Briefi AdvisorNot what Briefi doesBriefi holds your clients’ own records, not market research | AdviserLogicYesIntegrated Morningstar data and research1 |
Planning tool and client record. AdviserLogic is where the advice is modelled and written. Briefi is where the meeting, the follow-up and the signature are kept. On the Advisor plans Briefi pushes meetings to ten CRMs and syncs Google, Microsoft 365 and CalDAV calendars, and more connections are rolling out progressively.
A couple five years from retirement come in for a review after one of them changed jobs. AdviserLogic’s side comes from Morningstar’s pages as read on 16 October 2026, and where Evolve is involved it says so. Briefi’s side is what ships today.
With Evolve, AI Client Insights prepares you for the meeting.2
A brief is generated from the client record before you meet.
AI File Note drafts a structured note from a Teams call or a mobile voice recording, which you review.2
Capture it by bot on a call, in the browser, or with the standalone recorder across the desk. The recap lists decisions and actions with an owner on each.
Fact Find sync flags what may have changed, for you to review and approve.2
The couple answer a form and upload any missing files through a document request, and the answers sit on their record.
Cashflow modelling is the core of the product, and AI Strategy Insights does the groundwork ahead of the SoA.12
Not what Briefi does. The advice is modelled and written in your planning software, and Briefi holds the meeting record behind it.
The couple sign the engagement letter and fee schedule on their phones. A review journey sets the next steps, and the ongoing-fee consent window shows when consent is due.
If your day is spent building the advice, these are the reasons to start there.
The product page describes modern, easy-to-use planning software that streamlines advice delivery, simplifies compliance obligations and brings in Morningstar’s data and research. Briefi offers none of the modelling or research.1
Evolve is described as a native AI advice ecosystem built into AdviserLogic. It drafts file notes, prepares you for a meeting, flags what may have changed in a fact find and does groundwork for the SoA.2
Morningstar offers a tailored forty-day onboarding program that includes data migration, training and a dedicated customer success manager, plus an AI support assistant called Ava.1
The page says it is trusted by over two and a half thousand Australian financial advice professionals. That is the vendor’s own figure.1
Briefi covers what happens with the client rather than inside the model, and it keeps every step on one record.
A bot joins Zoom, Teams and Google Meet, the browser records, and the standalone recorder handles the room. The recap follows whichever language the conversation used.
Drawn or typed signatures, co-signing for couples on their own links, templates, fee schedules inside the signed digest, and a certificate page with the IP, device, location and times.
Review journeys, registers for policies, loans, entities and claims, and, for Australian workspaces, an ongoing-fee consent window that opens sixty days before each anniversary and closes a hundred and fifty days after it.
Briefi does not take payments from your clients today, and identity checks are not yet available.
How the whole record fits together is on the Advisor page.
Briefi is priced by plan, and its allowances are listed on its pricing page. Morningstar publishes no price for AdviserLogic or for Evolve, so there is no figure to set beside it.
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
It is a Morningstar product. Morningstar Australasia’s product page carries it, and the old adviserlogic.com address leads only to a sign-in.
No. Briefi does not model cashflow or write the advice document. It captures the meeting, drafts the follow-up, collects documents and gets letters signed, and holds each client’s registers and reviews.
Both turn a conversation into a note for you to review. The AI File Note works from a Teams call or a mobile voice recording. Briefi captures Zoom, Teams and Google Meet calls with a bot, records in the browser, and has a standalone recorder for face-to-face meetings, and the recap follows the language of the meeting.
Yes. Briefi connects today to ten CRMs and to Google, Microsoft 365 and CalDAV calendars, with more connections rolling out progressively. Another tool can read Briefi’s meetings and contacts through its API on the Advisor plans, and the follow-up leaves from your own mailbox.
Briefi’s app and database are in Sydney. Some processing uses providers overseas, which the Security page names, and sensitive content is encrypted under a key held for your workspace. The Morningstar pages we read do not state a hosting region.
No. It records the meeting that feeds the advice and keeps the signed paperwork, and leaves the advice document to your planning software.
Last reviewed 16 October 2026. Facts about AdviserLogic come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
7 sources cited, and 2 competitor pages read. Next review due 15 January 2027.
Seen something out of date? Write to support@briefi.sh and we will check it.
Briefi’s own pages