Presentation on theme: "Andrew Tishkevich Director of Sales Finance Logix Financial Planning & Client Engagement Platformwww.financelogix.com FINANCE LOGIX FINANCIAL PLANNING."— Presentation transcript:
Andrew Tishkevich Director of Sales Finance Logix Financial Planning & Client Engagement Platformwww.financelogix.com FINANCE LOGIX FINANCIAL PLANNING & CLIENT ENGAGEMENT PLATFORM
Best Money Move of 2011 (Money Magazine) ABOUT FINANCE LOGIX Over 16 years of experience creating interactive financial planning software Received highest rating from Gartner Group and Tower Group www.financelogix.com Financial Planning & Client Engagement Platform Top 10 most used software by advisors 2014 - InvestmentNews Top 3 Financial Planning Software 2014 – InvestmentNews Most Innovative Software of the the year 2013 – Tech Leaders IN Tech Leaders 2013 IN
Retirement Income & SS Optimization Goal or Cash flow based Financial Plan Finance Logix Advisor Portal Client Communication, Reporting & Plan Updates Finance Logix Client & Advisor Portal Retire Logix Dashboard Engage Prospecting Retire Logix Client Portal Marketing/ Advertising Educate Communicate Participant Logix END-TO-END SOLUTION www.financelogix.com Financial Planning & Client Engagement Platform
FINANCE LOGIX FRAMEWORK The Advisor Portal offers a simple to use yet comprehensive interface to manage client’s financial plan using a goal-based or cash flow based approach Portal provides a complete user experience to the investors and a new way to communicate with their advisor Flexible reporting engine allows creating customized reports by pasting custom sections and storing them in templates Robust data integration platform allows connection to over 35 different industry software systems Leverage planning data to provide more tailored service to clients The Document Vault creates a secure environment for sharing files Use of Mobile tools and smart alerts creates an effective communication between advisor and clients VISUAL EXPANDABLE CUSTOMIZABLE
Your consent to our cookies if you continue to use this website.