Finance Logix

The Finance Logix platform is a collection of client facing financial planning tools that emphasizes client acquisition and retention through education and graphical representation of planning scenarios. The financial planning suite of products is designed to provide the appropriate financial modeling sophistication, and complexity in a client facing, intuitive platform. The speed and agility of the “what-if” results is unmatched in the industry. Finance Logix® is a visual, dynamic and comprehensive product built on a very comprehensive and complex engine that has been used by large enterprises to deliver financial advice for over 10 years.