Wealth Management and Financial Planning Software

Finance Logix® is a visual, dynamic and comprehensive planning software with the appropriate financial modeling sophistication, and complexity in a client facing, intuitive platform. The Advisor Portal offers a simple to use interface to manage client profiles and a robust integration and data exchange service. The Client Portal delivers a best of breed user experience and an effortless way to consolidate and aggregate all account data and easily share it with the advisor. The speed and agil...

Finance Logix® is a visual, dynamic and comprehensive planning software with the appropriate financial modeling sophistication, and complexity in a client facing, intuitive platform. The Advisor Portal offers a simple to use interface to manage client profiles and a robust integration and data exchange service. The Client Portal delivers a best of breed user experience and an effortless way to consolidate and aggregate all account data and easily share it with the advisor. The speed and agility of the “what-if” results and the use of dynamic sliders is unmatched in the industry.