The Finance Logix suite of products is designed to provide the appropriate financial modeling sophistication and complexity in a client facing, intuitive platform.
The Advisor Portal offers a simple to use yet comprehensive interface to manage your client profiles and a robust data exchange service that will allow for easy transfer of documents and printed material between the advisor and the client. There are also calendars and alerts to aid in the scheduling of reviews and common account maintenance meetings.
The Client Portal provides a complete user experience to the investors and a whole new way to communicate with their advisor. The client can now consolidate all their account data and easily share it with the advisor without the need for repetitive data entry or the need to manage and carry their statements to every meeting. Once account data is entered into their profile it becomes accessible to the advisor for review or planning purposes. With features like the Dash Board, the client will now have a quick snapshot of their financial health and with the retirement calculator they will be able to see how far they are on the road to retirement.
Futhermore, Finance Logix offers Data Aggregation. With this service the advisors will be able to offer even more value to their clients by allowing them to automatically download their account information from various financial institutions and reduce the amount of manual data entry. Account data is then always up-to-date, and both the client and the advisor can devote their time to more productive activities.
Financial advisors and other investment professionals turn to Morningstar for data that help them research, analyze, present, and support their investment ideas. Finance Logix® integrates Morningstar data directly into financial planning and asset allocation modules giving advisors ability to analyze individual holding, various individual accounts as well as an overall household allocation for the client. Holdings entered into the system are automatically classified according to Morningstar security classification.
Insurance Planner by Finance Logix clarifies your client's options by analyzing your current financial status, your projected future needs, and displaying the results in a user-friendly graphical format.
Finance Logix Estate Tax Planning tool evaluates client's net worth and inheritance taxes and suggests various possible strategies that facilitate and enhance the estate value passed to heirs.
Education Planner is designed define a realistic level of savings required for education expenses and how to maximize the investment returns given the appropriate amount of risk. The results are presented in an easy to understand graphical format.
