FinanceLogIx.com is financial planning software for financial advisors
Title
Financial Planning Software - Finance Logix
Contact
- OLTIS Software, LLC.
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- Tucson Arizona
- United States 85710
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- (520) 298-5000
Description
Finance Logix provides wealth management software solutions to financial services firms, including Broker-Dealers, Banks & Trusts, Insurance, Registered Investment Advisor (RIA), technology and services providers, and Asset Managers.
Since 1998, Finance Logix has created financial products with the vision that users would be able to easily identify client requirements and needs, quantify future goals, and return the most highly customizable, realistic, achievable plan of action. Finance Logix is the result of extensive research and insights into what the financial services industry requires to market and deliver consistent, accurate, personalized financial advice.
The wealth management industry is rapidly changing and client centric services and products are defining the new business model. Finance Logix has created a suite of fully integrated enterprise and advisor products that allows for increased client collaboration.
