For a limited time only...Add data aggregation to six (6) clients at no cost with the purchase of a FINANCE LOGIX Pro license.  Keep the data aggregation for as long as you own your FINANCE LOGIX Pro license or upgrade to the Pro version with full aggregation at any time.   

Please call our Sales Team at 800-557-1780 ext 1 to purchase your license today!

FINANCE LOGIX Advisor Portal Pro 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   FINANCE LOGIX Client Portal 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.     TOTAL (Monthly Fee)    $110

FINANCE LOGIX Branding & Set-up fee Onetime Charge COMPANY LOGO: We collect your high-resolution company logo and format it for optimal viewing in your browser and on the printed reports. WEB PAGE: A personalized login page created for you and your clients that can be accessed through a link on your company Web Site or directly. PORTAL BRANDING: Your logo will appear on both the advisor and the client portal, as well as on all plans generated in printed form. COMPANY CONTENT: Your company dealer's associations and member disclosures will be prominently shown on both the log in page and all financial reports. The Branding & Set-up fee is a onetime, non-refundable charge $250.00