Featured Research

The 2013 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Financial planning

Finance Logix®

By Finance Logix

5151 E. Broadway Blvd., Suite 620

Tucson, AZ 85711



Finance Logix® is a next generation financial planning and client engagement software. Known for its graphical, easy to use financial planning analyses, Finance Logix not only provides advisors with a real-time financial overview and analysis of all of their clients, but also extends that approach to the end client through a powerful and interactive client portal.

Finance Logix has pioneered an engaging mobile planning app, Retire Logix, that was named Best Money Move by Money magazine and voted the number one mobile app for advisors. Retire Logix is seamlessly connected to Finance Logix providing an end-to end visual, interactive and dynamic approach to delivering financial planning.

Recent additions to the platform include Finance Logix Live Widgets and the Finance Logix Live Widgets API. These innovative, graphical analytical tools integrate results from a client'€™s financial plan directly into the user interface of popular CRM packages, such as Salesforce. By having this integrated planning information available in the course of their normal client service workflows, advisors and their support teams will be able to more readily deliver actionable advice and enhance their service offering. Finance Logix Live Widgets was recognized by Tech Leaders as the most innovative application at their recent conference.

Finance Logix client-facing software products are designed to be highly intuitive and promote interactive client participation in the planning, executing, and tracking cycles of wealth management.

  • Enhance the Client Experience - A complete set of established desktop tools along with innovative Web-based enterprise solutions.
  • Enhance Advisor Productivity - integrated tools for encouraging, enhancing and assisting teamwork between clients and advisors.
  • Deliver Technology R.O.I. - Our success is driven by our people and measured by the impact we have on driving revenue for our clients.

  • 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.

    More Information

    Contact for Additional Product Information

    Brian Kobel

    (800) 557-1780


    To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

    For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.