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 FINANCE LOGIX Advisor Portal |
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RETIREMENT PLANNING: Create a comprehensive plan by analyzing current financial status, projected goals, and displaying the results in a user-friendly graphical format that allows dynamic what-if and MONTE CARLO simulations.
ASSET ALLOCATION: Create customized and model allocation with our MORNINGSTAR data integration module and compare with current allocation model. Use the EFFICIENT FRONTIER model to optimize client portfolio.
INSURANCE PLANNING: Create a powerful, organized, complete, and easy to follow insurance plan that will assure financial stability through any emergency. Create a plan that includes life, disability, and long-term care options.
ESTATE PLANNING: Evaluates client's net worth and inheritance taxes and suggests possible strategies like ILIT, CRT, and CST that facilitate and enhance the estate value.
EDUCATION PLANNING: With a complete database of US and Canada College Tuition Cost the Education Planner will help you develop a saving strategy for your clients' by analyzing various investment options.
Document sharing includes 2GB of storage. For expanded capacity contact the sales department at 520-298-5000
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$95.00 |
| FINANCE LOGIX Client Portal |
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Branded with your logo and information, the client portal is the focal point of your collaborative practice.
Your client will have access to their financial Dashboard, the Shared Calendar, Alerts, and the document Vault.
The client can now consolidate all their account data and easily share it with the advisor and the Advisor can selectively choose to publish the Dynamic Plan for the client.
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$15.00 |
| FINANCE LOGIX Data Aggregation |
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Enable your clients to download their account balances and details directly from their financial institutions, without the hassle of manual data entry.
Always have the most up-to-date data for your clients. Increase productivity, Lower operating cost, and increase profitability.
Invite up to 250 clients to use aggregation.
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$165.00 |
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Total: $95.00
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Enter Promotional Code:
The License Agreement is for a 1 year-term, and payment is made in Monthly Fees.
If not satisfied cancel within 30 days for a full refund
For yearly license discount and enterprise licensing call the sales team at 520-298-5000
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