Finance Logix® combines the latest technologies with easy-to-use financial planning software to help advisors grow their business and enhance the services they provide to clients. Using this software allows the advisors spend less  time constructing plans and more time implementing them. Take advantage of our innovative, interactive and dynamic financial planning tools to engage, educate and communicate with clients and prospects today.



My practice exists on the planning process and Finance Logix is the operating system that makes it all work efficiently together. –Bryan Mills, Investors Capital Corporation

Particularly when it came to providing our core service model of financial planning, we wanted to have not only a powerful planning engine, but also an innovative communication platform. After evaluating a number of financial planning technology providers, Infinity selected Finance Logix for its comprehensiveness, scope of analyses, communication tools and its ease of use. –Greg Gilbert, Infinity Financial Services

Finance Logix addresses typical financial planning needs with an easily navigated, dynamic and graphically effective interface –Donald Kelley, The REP. Magazine