About Finance Logix

About company

Finance Logix® provides financial planning software solutions to financial services firms, including Broker-Dealers, Banks & Trusts, Insurance, Registered Investment Advisor (RIA), technology and services providers, and Asset Managers. Since 1998, Finance Logix® has created financial products with the vision that users would be able to easily identify client requirements and needs, quantify future goals, and return the most highly customizable, realistic, achievable plan of action. Finance Logix® is the result of extensive research and insights into what the financial services industry requires to market and deliver consistent, accurate, personalized financial advice.