Finance Logix at FPA 2009 Anaheim

The financial planning profession may be young compared to the accounting or medical professions, but history is being made as milestones are achieved. This year marks the 40th anniversary of the financial planning profession. Attend FPA Anaheim 2009 this year to be a part of history, as we celebrate four decades of achievement and continue to move the profession forward.
Finance Logix® is pleased to invite our customers to visit us at the FPA 2009 Annual Convention to be held on October 10-13th, 2009, in Anaheim, CA. The event will feature our latest version of Finance Logix online software ShareLogix. We invite all the attendies to join us for the presentation of the new version of Finance Logix software. We will demo new exciting functionality like integration of the Finametrica Risk Tolerance interface into our Asset Allocation module, Account Aggregation as as well as integation interfaces with several new CRM and Portfolio Management software vendors.
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 provides the appropriate financial modeling sophistication, and complexity in a client facing, intuitive platform.