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Acronym
Envestnet | Logix
Product ID
Envestnet-Logix
Description

Finance Logix® combines the latest technologies with easy-to-use financial planning software

Features

Finance Logix® combines the latest technologies with easy-to-use financial planning software

  • Comprehensive retirement, insurance, estate, education planning
  • Client portal with document vault and data aggregation
  • Asset allocation and portfolio analytics based on Morningstar data
Vendors
Envestnet | Logix
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Client Profiling FP
Financial Planning
Solution
Daily Data Files
Ad Hoc Tags
DoubleClick Tags

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