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 ...

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 ...

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 ...

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 ...

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 ...

It has been almost two years since my last in-depth look at Finance Logix, a Web-based financial planning application. Although the developer of the software, OLTIS Software LLC, commenced operations ...

AssetMark Inc. announced Tuesday that it has added Finance Logix financial planning software to its eWealthManager investment platform for financial advisers. The $21-billion-in-assets firm chose ...

A well-known tech expert from the advisory world has returned to independence, launching a new consultancy to serve the needs of big incumbents and smaller fintech firms alike in reinventing ...

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 ...