Wednesday, February 22, 2012
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Finance Logix - Training Series
Previous Sessions
Recorded Sessions
Introducing: Finance Logix v3.0 - New Features and Updates - Recorded on March 18th ...39 min
How to Create a Plan in less than 10 minutes ...9 min
Dynamic Client Portal features ...17 min
Goal Based planning vs Cash Flow planning ...19 min
Using the portfolio analysis features ...17 min
Custom Distribution Strategies and Withdrawal Order ...18 min
How to model Lump Sum distributions and Annuitized Benefits ...16 min
Data Feeds from Integrations ...25 min
How to deliver a plan to your clients ...12 min
2010-03-04 10.02 Finance Logix Training Series - Account level distribution strategies ...31 min
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