Planlogic partners with Australian financial advisers and wealth management firms to deliver high-quality paraplanning and back-office support. With delivery centres in Colombo, Sri Lanka and Bangalore, India, we prepare high quality, compliant financial advice documents, research, and client service solutions that help advisers scale sustainably. We combine financial expertise, technology, and strong training programs to deliver consistent value to clients while creating professional opportunities in emerging markets. Our model connects skilled professionals with the global wealth management industry, creating long-term career opportunities and delivering exceptional value to clients.
Planlogic
About Organization
Key Data Points
- Area of Strength for the organization is “Fairness”
- Employees feel most positively about “People here are treated fairly regardless of their gender.”
- “Employee willingness to put in extra effort” is the strongest performing Workplace Health Indicator.
Organizational Quotes
“This certification reflects what our team has built together—a culture where people genuinely want to show up, contribute, and grow. It validates our commitment to creating an environment where everyone feels valued and supported. This achievement belongs to our entire team—their dedication, collaboration, and shared values make this company what it is. We’re excited to build on this foundation“
Shehan Alwis – Managing Director
Shehan Alwis – Managing Director
Recognitions Awarded by Great Place To Work®
Life at Planlogic
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