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Follow on Google News | Finance Logix® V3.0 Helps Financial Advisors Manage their Book of BusinessAccelerate your financial planning practice with the new Advisor Dashboard, Opportunity finder, Partner Integration, and Client Profiling features.
By: Sal Esposito “I think the Book Management features are a terrific addition. I like the direction you’re taking the application…” The new strategy framework allows the advisor to create a list of possible options and strategies. The advisor can select or deselect each strategy to apply different combinations in order to better illustrate the impact on the financial plan for the client and discuss the applicability of each model strategy. The Finance Logix® money strategy framework is a new element of the “Dynamic Plan” section of the advisor platform and can also be displayed on the client portal by the advisor. “These new features are an amazing step toward making managing my practice simpler and quicker…,” The new release adds a number of new CRM, Portfolio Management, and Broker Dealers feeds to the growing list of integration partners. “Integrating our platform with complementary products and partners is top of mind for us…,” said Oleg Tishkevich, President and CEO of OLTIS Software, LLC “…Our integration team is diligently working on a number of new integrations to deliver a seamless workflow for our users”. # # # Finance Logix® is a comprehensive client facing planning platform from OLTIS SOFTWARE, LLC, based in Tucson, AZ with offices in Phoenix, and Seattle, Washington. OLTIS is a leading software development company for the financial services industry. End
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