Finance Logix offers various levels of customizations of the Asset Allocation module and its integration into the planning modules.  Enterprise clients can customize questions in the Risk Tolerance Questionnaire as well as answer weightings and recommended model portfolios based on the answers to those questions. 

Finance Logix Asset Allocation module is currenty using the Morningstart classification and asset classes.  As a more in-depth customization, we offer ability to substitute existing Asset Classes as well as remove or add new asset classes to the default asset mix.

The non-proprietary nature of the development tools used to create Finance Logix planners and XML/XSL data exchange interfaces provide smooth integrations with other data interfaces such as CRM, portfolio management, tracking, asset allocation, reporting and many other third party systems.