Finance Logix

Finance Logix, founded in 1998, provides financial planning software to financial advisors and their clients. The firm's creative use of sliders and dials for client data input has since become the standard for the rest of the industry to follow. Serving over 20,000 advisors, Finance Logix was chosen as the "Most Innovative Product of the Year" in 2013 at TechLeaders, the annual broker-dealer technology conference.