Our Philosophy

Financial planning software philosophy
Engage new prospects through innovative mobile technology, allowing access to a custom branded app for your firm. Attract new prospects and increase referrals by providing a value added pitch and an app that prospects can take home and present to friends/family. Establish productive relationships by offering credible integrated web-based and mobile tools. The app is built on the same platform that has been featured in Money Magazine as one of the best money moves of 2011, voted number one app on Horsesmouth.com, also voted best app for baby boomers by The Street Magazine. Implement future technology to your practice today and stand out from the competition by offering your prospects more than just a business card. Give yourself the mobile presence that is driving large businesses today.
Educate clients on all aspects of their financial future. Utilizing the Finance Logix slider-based dynamic plan, you are able to walk through instant ‘what-if’ scenarios, effectively educating clients about their financial plan. Visually present your plan to the client while still having the ability to print custom reports. Our comprehensive financial planning platform will enable you to create full financial plans using either goal-based or cash flow mode. Service the clients with financial plans including education, insurance and estate planning. Utilize Morningstar embedded data to educate your clients on their current holdings and portfolio allocation. Include analytics and stat sheets on various investments. Give your clients a full end-to-end financial planning experience.
Communicate with your clients more efficiently leveraging latest mobile and web technology.  Offer your clients the freedom to constantly monitor their financial health through mobile and web access to the client portal. Allow them to log in and view their dashboard containing up to date on their accounts, and insurance policies and oversee their progression on their financial plan. Share files utilizing the a secure military grade, 256-bit encrypted vault, eliminating the need for email encryption tools. Increase retention and referrals by providing your clients with cutting edge tools and 24/7 access to their financial plan.
Financial planning software philosophy - mobile apps