Finance Logix® V3.0 Helps Financial Advisors Manage their Book of Business

PRLog (Press Release) - Mar 26, 2010 -
Today OLTIS SOFTWARE, LLC announces the release of Finance Logix®V3.0.  The new version of the popular web based financial planning platform for advisors includes improved workflow, navigation, client management, and a new strategy framework.  The new Book Management features and Advisor Dashboard provide a concise view of client portal activities, client account aggregation status, company news, and events. A one-click button to create new client portal, improved search, and client quick-view are some of the new features in the new release.  

“I think the Book Management features are a terrific addition. I like the direction you’re taking the application…” said James Simos of Infinity Financial Services, an active member of the user community.   The new Client Profiler feature allows the advisor to segment clients by net worth or assets under management and identify clients by holdings. The Opportunity Finder segments clients by retirement, insurance, and education planning in terms of surplus or shortfall. Selecting a client from any list opens a quick-view screen, which gives an overview and breakdown of the client’s assets clearly identifying assets under management and aggregated accounts. The quick-view screen also provides access to common tasks like editing or deleting client information or accessing planning scenarios.  

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…,” said Brian Mills of Investment Capital a long time user of the Finance Logix® planning platform.  The enhanced features are effective and valuable tools that will allow the advisors to rapidly engage their clients and promptly reach a decision point. “Our new release delivers several enhancements that boost day-to-day productivity for advisors and their support staff,” said Sal Esposito, Chairman, CEO of Finance Logix®.  

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”.

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