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Finance Logix

The Finance Logix® platform is a collection of client facing financial tools that drive client acquisition and retention through education and graphical representations of planning scenarios. The financial planning products provide appropriate financial modeling sophistication and complexity through a client facing, intuitive platform.

Advisor Portal
The Advisor Portal offers a simple to use yet comprehensive interface to manage your client profiles and a robust data exchange service that will allow for easy transfer of documents and printed material between the advisor and the client. The portal includes calendars and alerts to aid in the scheduling of reviews and common account maintenance meetings.

Client Portal
The Client Portal provides a complete user experience for the investors and a new way to communicate with their advisor. With features like the Financial Dashboard, your clients are provided a quick snapshot of their financial health and a compelling incentive to return to the portal regularly.

  • Account aggregation
  • Alerts, shared calendar
  • Client portal with financial dashboard
  • Dynamic financial plan (what-if)
  • Advanced tax mode
  • Goal & cash flow dynamic switch
  • Account level distribution