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Featured Research

The 2015 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

Services Offered

  • Account aggregation
  • Financial planning

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

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