Reviews written by mariac1334

2 results - showing 1 - 2 Results per page:
 
Finance Logix
Financial Planning
 

The best I've seen so far

Overall rating: 
 
 4.8
Overall:
 
 5.0
Company:
 
 5.0
Usability:
 
 5.0
Performance:
 
 5.0
Reporting:
 
 5.0
Quality of Plans:
 
 5.0
Breadth of Planning Issues Covered:
 
 5.0
Additional Features:
 
 5.0
Pricing:
 
 4.0
Integrations:
 
 5.0
Security:
 
 4.0
Support:
 
 5.0
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mariac1334 Reviewed by mariac1334
January 24, 2011

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0 of 0 people found the following review helpful

Finance Logix complements our own financial planning know-how to give our clients' the best plans possible. The decision for us came between Money Guide Pro and Finance Logix. Both had many of the same features, but Finance Logix seemed more client friendly.

User Review

Pros:
  • Visually, Finance Logix is stunning. We, and our clients', love the reports. The Estate Planning module is extremely useful and the financial plans are sound.
Cons:
  • None
Best For What Type of Firm:
  • Any size.
 
Fidelity Institutional Wealth Services
Custodians
 

Excellent fit so far

Overall rating: 
 
 4.4
Company:
 
 5.0
Client Account Servicing:
 
 4.0
Technology Platforms:
 
 5.0
Trading Platform:
 
 4.0
Practice Management Resources:
 
 4.0
Investment Offerings:
 
 5.0
Integrations:
 
 4.0
Security:
 
 5.0
Pricing:
 
 4.0
Additional Services:
 
 4.0
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mariac1334 Reviewed by mariac1334
January 24, 2011

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0 of 0 people found the following review helpful

Great for any firm in transition.

User Review

Pros:
  • Fidelity helped us the whole transitioning period from our B/D. Our Operations Team is very happy with their trading platform and they appear to be putting a lot of money into their technology suite. We may be moving to their integrated platform soon.
Cons:
  • None that I am aware of yet. Time will tell.
 
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