New version of Finance Logix planning software released
By Davis D. Janowski - Investment News, March 26, 2010
	Version 3.0 of Finance Logix came out today. The financial planning program from Oltis Software LLC is web-based and known among advisers for its easy-to-use interface, appealing graphics and easy-to-adjust hypotheticals.
Finance Logix® V3.0 Helps Advisors Manage Their Book of Business
TUCSON — March 26, 2010
	Today OLTIS SOFTWARE, LLC. announces the release of Finance Logix®V3.0. The new version of the popular web based financial planning platform for advisors includes improved workflow, navigation, client management, and a new strategy framework.
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.
2009 T3 Conference…lots of “cool” stuff
Back Office Advisor, March 3, 2009
	This planning software will WOW you from the get go. It is “real time” during use. In other words, if you change a number on a screen, there are sliding bars that show the effect of that change immediately.
Graphics are grabber at FPA conference
By Davis D. Janowski - Investment News, September 17, 2007
	This software’s colorful, dynamically generated client-facing graphics — and its speed — caught the attention of advisers.
Migrating to specialized planning software
By Davis D. Janowski - Investment News, August 20, 2007
	"...We’re still in our first year, but we’ll be staying with it. Finance Logix has an extraordinarily clear user interface that’s very flexible with on-the-fly modeling...", Edward G. Schaider, managing principal of Cambridge Financial Partners Inc.
LEAP SYSTEMS, INC. & OLTIS SOFTWARE, LLC. Launch Breakthrough Wealth in Motion™ Financial Software
Tuesday, May 8 2007
	Through the use of Leading Edge Technology and Dynamic Financial Tools and Methodologies, Wealth In Motion™ Software Stands to Alter the Landscape of Financial Systems in use by Advisors and Agents.
THE GLUCK REPORT, Part III: Planning Software Test Drives
By Andrew Gluck, September 2005
	This is a powerful, graphically rich, sales-oriented program that is easy to use and would satisfy the needs of most planners ...
Bringing Concepts to Realization
By Sal Esposito
	Finance Logix brings industry-specific focus and solution sets that facilitate the complex journey that will take your organization's objectives from concept to realization.
In Vino Veritas
If you are not talking to your client ... your client is talking to ...
	I had a particularly difficult week trying to decide on a new strategic direction for my financial planning software company so when my friend called and invited me to a wine tasting...