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Wednesday, February 22, 2012
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| Experience, Productivity and Return |
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Finance Logix Solutions
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| Finance Logix investment planning products have been developed with the appropriate blending of technology and industry knowledge acquired over the last decade. Our clients tell us that our products deliver the most powerful capabilities and flexibility available today to the financial services market. |
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| Finance Logix provides services and software solutions to financial services firms, including Broker-Dealers, Banks & Trusts, Insurance, Registered Investment Advisor (RIA), technology and services providers, and Asset Managers. |
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Data Integration
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Desktop and web-based integrated solution
Finance Logix may be used in a connected (web-based) and/or disconnected (desktop) mode. When the application is run in a disconnected mode, the data is stored on the client computer and is synchronized later with the server database when the computer is back online. This functionality provides a common storage for all the financial data gathered from desktop users (financial advisors) and Internet users (clients or financial advisors).
Connection to the Enterprise Database
A custom data storage interface may be created to store and integrate Finance Logix data into our client’s existing databases.
Connection to a Record–keeper database or CRM system
Personal client information, financial data and portfolio allocation information can be retrieved from a third party CRM or Record Keeping system.
Dynamic Integration with the Print-on-Demand Enrollment Kit Printing System
An advisor may create a comprehensive scenario for a new client and submit it to “Print on Demand Enrollment Kit” system directly from the Finance Logix software. A professional quality enrollment kit, containing clients’ personal data, assumptions and calculated results of the Finance Logix analysis, is created and ready to be mailed to the client in just a few easy steps. |
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