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 ...

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 ...

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 ...

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 ...

Finance Logix 3.2 is a suite of web-based products for comprehensive financial modeling. It includes modules for retirement planning, asset allocation, insurance planning, estate planning and ...

While its Advisor Summit was happening in Chicago, Envestnet announced Wednesday that it acquired Finance Logix, a company that provides goal-based financial planning and wealth management software to ...

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 ...

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 ...