Wednesday, March 10, 2010
Home
Products
Special Offer
Services
Clients
News & Articles
Company
News & Articles
Events, Tradeshows, Press Releases...
News & Articles
Login
News & Articles
Look for the early adapters!
Article from October 2009 edition of The Beacon Written By Sal Esposito
The early adapters in the industry are looking to change their practices by introducing new processes and technologies that allow their clients to have a hands-on approach to planning thus freeing them to focus on delivering education and advice that mitigate risk.
November 6, 2007 - Visit Finance Logix at the Reuters Advice Point Forum 2007 in New York City
Finance Logix to feature the Visual Advisor suite of products at the Reuters Advice Point Forum
The event will feature our latest version of Finance Logix Visual Advisor Plus with some brand new features.
September 8, 2007 - Visit Finance Logix at the FPA 2007 Annual Convention in Seattle, WA.
Finance Logix to launch the Visual Advisor suite of products at the FPA conference
The event will feature our latest version of Finance Logix Visual Advisor Plus with new features like comprehensive cash flow analysis, scenario comparison and more.
September 15, 2005 - Visit Finance Logix at the FPA 2005 Annual Convention in San Diego, CA
Finance Logix to launch the Visual Advisor suite of products at the FPA conference
The event will mark the official release of our new Visual Advisor Suite of products designed for the RIA market.
Current Events & Tradeshows
October 10, 2009 - Visit Finance Logix at the National FPA 2009 Anaheim, CA at booth 311.
Finance Logix to feature the Sharelogix online suite of products at the FPA 2009 Annual Conference
The financial planning profession may be young compared to the accounting or medical professions, but history is being made as milestones are achieved...
Past Events & Tradeshows
April 16, 2008 - Financial Advisor Symposium in Las Vegas Nevada
Finance Logix to feature the Visual Advisor suite and Sharelogix online suite of products at the Financial Advisor Symposium
The new era of global investing presents you and your clients with opportunities for diversification, profit, and risk.
November 6, 2007 - Visit Finance Logix at the Reuters Advice Point Forum 2007 in New York City
Finance Logix to feature the Visual Advisor suite of products at the Reuters Advice Point Forum
The event will feature our latest version of Finance Logix Visual Advisor Plus with some brand new features.
September 8, 2007 - Visit Finance Logix at the FPA 2007 Annual Convention in Seattle, WA.
Finance Logix to launch the Visual Advisor suite of products at the FPA conference
The event will feature our latest version of Finance Logix Visual Advisor Plus with new features like comprehensive cash flow analysis, scenario comparison and more.
September 15, 2005 - Visit Finance Logix at the FPA 2005 Annual Convention in San Diego, CA
Finance Logix to launch the Visual Advisor suite of products at the FPA conference
The event will mark the official release of our new Visual Advisor Suite of products designed for the RIA market.
Copyright 2010 OLTIS SOFTWARE, LLC. All Rights Reserved.
Terms Of Use
Privacy Statement