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Andrew Tishkevich Director of Sales Finance Logix Financial Planning & Client Engagement Platformwww.financelogix.com FINANCE LOGIX FINANCIAL PLANNING.

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Presentation on theme: "Andrew Tishkevich Director of Sales Finance Logix Financial Planning & Client Engagement Platformwww.financelogix.com FINANCE LOGIX FINANCIAL PLANNING."— Presentation transcript:

1 Andrew Tishkevich Director of Sales Finance Logix Financial Planning & Client Engagement Platformwww.financelogix.com FINANCE LOGIX FINANCIAL PLANNING & CLIENT ENGAGEMENT PLATFORM

2 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 Financial Planning & Client Engagement Platform Top 10 most used software by advisors InvestmentNews Top 3 Financial Planning Software 2014 – InvestmentNews Most Innovative Software of the the year 2013 – Tech Leaders IN Tech Leaders 2013 IN

3 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 Financial Planning & Client Engagement Platform

4 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

5 SAMPLE INTEGRATIONS Financial Planning & Client Engagement Platform [35 + ] partners

6 RETIRE LOGIX Financial Planning & Client Engagement Platform MOBILE PROSPECTING AND COMMUNICATION TOOL

7 BRANDED ADVISOR APP Financial Planning & Client Engagement Platform MOBILE PRESENCE DIGITAL BUSINESS CARD NEW AGE ADVERTISING PROSPECTING

8 ADVISOR PORTAL Financial Planning & Client Engagement Platform RETIREMENT INSURANCE EDUCATION ESTATE PLANNING ASSET ALLOCATION MORNINGSTAR DATA FINAMETRICA DATA AGGREGATION

9 ADVISOR PORTAL

10 SMA & UMA IN FINANCIAL PLAN Financial Planning & Client Engagement Platform Displayed by asset class Or by strategist name

11 NEW CLIENT PORTAL Financial Planning & Client Engagement Platform CLIENT INTERVIEW DOCUMENT VAULT DYNAMIC DASHBOARD INTERACTIVE PLAN DATA AGGREGATION

12 NEW CLIENT PORTAL

13 WIDGETS LIVE

14 = innovation `


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