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Finance Logix

User rating
 
 4.8 (1)
November 21, 2010     Hits: 1643    
 

Company Info

Company Name:
Data Last Updated:
  • November 21, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (800) 557-1780
Year Founded
  • 1998
Number of Employees:
  • 50

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 2,000

FP Features

Modules:
Accumulator Phase:
Retirement Phase:
Asset Allocation Assumptions:
Types of Reports:
Secondary Analysis:
Monte Carlo Analysis:
Client Portals:

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
Other Security Enhancements:
  • None

The Finance Logix suite of products is designed to provide the appropriate financial modeling sophistication and complexity in a client facing, intuitive platform.

The Finance Logix suite of products is designed to provide the appropriate financial modeling sophistication and complexity in a client facing, intuitive platform.

User reviews

Average user rating from: 1 user(s)

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Overall rating: 
 
 4.8
Overall:
 
 5.0   (1)
Company:
 
 5.0   (1)
Usability:
 
 5.0   (1)
Performance:
 
 5.0   (1)
Reporting:
 
 5.0   (1)
Quality of Plans:
 
 5.0   (1)
Breadth of Planning Issues Covered:
 
 5.0   (1)
Additional Features:
 
 5.0   (1)
Pricing:
 
 4.0   (1)
Integrations:
 
 5.0   (1)
Security:
 
 4.0   (1)
Support:
 
 5.0   (1)
 
 

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
Top 10 Reviewer
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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.