Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.
Finance Logix® combines the latest technologies with easy-to-use financial planning software to help advisors grow their business and enhance the services they provide to clients. Using this software allows the advisors spend less time constructing plans and more time implementing them. Take advantage of our innovative, interactive and dynamic financial planning tools to engage, educate and communicate with clients and prospects today.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.