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Sunday, February 05, 2012
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| Events, Tradeshows, Press Releases... |
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News & Articles
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| Jun 15, 2011 2:00 PM |
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| Seattle, WA and Tucson, AZ. April 20, 2011 |
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Finance Logix, makers of the Retire Logix retirement planning iPhone application, announced today that Money Magazine has named Retire Logix on its “100 Best Money Moves” list as the 25th Best Move. |
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| TUCSON — March 14, 2011 |
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Finance Logix announced today the availability of a new, interactive retirement planning application for Apple’s iPhone. |
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| By Davis D. Janowski - Investment News, March 26, 2010 |
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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. |
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| TUCSON — March 26, 2010 |
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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. |
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| Article from October 2009 edition of The Beacon Written By Sal Esposito |
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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. |
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| Back Office Advisor, March 3, 2009 |
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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. |
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| By Davis D. Janowski - Investment News, September 17, 2007 |
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This software’s colorful, dynamically generated client-facing graphics — and its speed — caught the attention of advisers. |
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| By Davis D. Janowski - Investment News, August 20, 2007 |
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"...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. |
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| Tuesday, May 8 2007 |
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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. |
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| By Andrew Gluck, September 2005 |
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This is a powerful, graphically rich, sales-oriented program that is easy to use and would satisfy the needs of most planners ... |
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| By Sal Esposito |
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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. |
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| If you are not talking to your client ... your client is talking to ... |
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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... |
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Press Releases and Case Studies
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Current Events & Tradeshows
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