Finance Logix | Envestnet

About

Finance Logix® combines the latest technologies with easy-to-use financial planning software to help advisors grow their business and enhance the services they provide to clients. Using this software allows the advisors spend less time constructing plans and more time implementing them. Take advantage of our innovative, interactive and dynamic financial planning tools to engage, educate and communicate with clients and prospects today.

Contacts

Products / Services

  • Financial Planning

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 30
Partnership: 0
Albridge has relationships with more than 50 of the industry's leading technology providers. Through our Applink™ integration solution, clients can...
Integrations: 25
Partnership: 0
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build...
Integrations: 79
Partnership: 0
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...
Integrations: 21
Partnership: 0
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors...

Partnership

Interested in partnerships with:

No partnership categories yet. Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

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