Envestnet | Finance Logix

Finance Logix® platform is a collection of client facing financial planning tools that emphasizes client acquisition and retention through education and graphical representation of planning scenarios. The financial planning products provide the appropriate financial modeling sophistication, and complexity in a client facing, intuitive platform. The speed and agility of the “what-if” results and the use of dynamic sliders is unmatched in the industry. Finance Logix is a visual, dynamic and comprehensive product built on a complex and scalable financial engine used by large enterprises to deliver financial advice for over 10 years.