Finance Logix, a leading financial planning and client engagement platform, and Redtail Technology, an industry leading CRM for advisors, announced today the integration of Finance Logix's innovative ...

CHICAGO--(BUSINESS WIRE)--Envestnet, Inc., (NYSE:ENV) announced today that it has acquired Finance Logix, a technology company that provides leading-edge financial planning and wealth management ...

Redtail Technology and Finance Logix have partnered to integrate new analytical tools to support individualized client financial planning within the Redtail CRM system. The Finance Logix tools, which ...

AssetMark Inc. announced Tuesday that it has added Finance Logix financial planning software to its eWealthManager investment platform for financial advisers. The $21-billion-in-assets firm chose ...

Vestorly, a leading digital content marketing platform for wealth management professionals and Finance Logix, an innovative financial planning and client engagement platform, announced today an ...

Smart-data technology startup Vestorly announced Wednesday that it has signed on as an integration partner with the Finance Logix financial planning platform. Vestorly’s content marketing platform, ...

Finance Logix announces an agreement with Morningstar Inc. that integrates products from both companies, eliminating the need for advisers to manually import data in order to show clients their ...

Your article was successfully shared with the contacts you provided. The technology firm Finance Logix and the Financial Planning Association (FPA) announced on Tuesday that FPA’s PlannerSearch ...

It has been almost two years since my last in-depth look at Finance Logix, a Web-based financial planning application. Although the developer of the software, OLTIS Software LLC, commenced operations ...

Forced to reconcile with the growth of automated and cheaper robo advisor services, the traditional wealth management industry has turned to technology to keep its high-touch, high-net-worth-focused ...