Andrew Tishkevich Director of Sales Finance Logix Financial Planning & Client Engagement Platformwww.financelogix.com FINANCE LOGIX FINANCIAL PLANNING.

Slides:



Advertisements
Similar presentations
Copyright The Asian Banker All rights reserved AustraliaSingaporeHong KongTaiwan Leading banks in Internet Banking (selective countries)
Advertisements

Blazing New Trails with FICO and IFM
The Future of Financial Planning with Chadwick W. Blythe VP of Sales and Business Development PIEtech, Inc.
XProtect ® Express Integration made easy. With support for up to 48 cameras, XProtect Express is easy and affordable IP video surveillance software with.
What Do You Need from Financial Planning Software?
Wolters Kluwer A Global Company Performs on the World Stage Nancy McKinstry Chief Executive Officer and Chairman of the Board of Wolters Kluwer.
Virtual SharePoint Summit 2010 hosted by Rackspace Overcoming Collaboration Challenges with SharePoint Chris Samson Leslie Sistla Virtual SharePoint Summit.
Multi-screen Rich Media Ads. Spark Flow is… …an all-in-one platform for the dynamic multi-screen rich media advertising ecosystem. A cloud- based solution.
Bringing it all Together Sierra as Library Services Platform Today and Tomorrow Next Generation Library Services Platform Steven Nielsen Vice President-
Advance Analytics Capabilities
Help enable mobile productivity. For years, companies have leveraged Microsoft solutions for their productivity needs. In an evolving cloud-first and mobile-first.
Our Footprints CLIENTS What We Do Technology Expertise.
Connecting with Clients Our Client Connection Service.
Interact with us! Use Twitter Hashtag #MSIgnite #BRK2166.
What’s the Difference? The “Retail” financial industry is where most of the public receives its advice and financial instruments. The “Institutional”
Optimizing Business Operations Business Priorities Presentation.
Electronic Customer Portal System. Reducing Risks – Increasing Efficiency – Lowering Costs Secure Internet based Communication Gateway direct to your.
Advent’s Black Diamond Wealth Management Platform
Mobile Monetization. TIMWE at a glance 2 Overview Offered Solutions 3 TIMWE Solutions TIMWE Services Mobile Marketing Mobile marketing campaigns and.
1 | © 2011 Oracle Corporation – Proprietary and Confidential.
© 2009 IBM Corporation Delivering Quality Service with IBM Service Management April 13 th, 2009.
Optimize your Open Data 5 Best Practices for Designing Data-Driven Apps ​ Glenn Hess ​ Federal Sales Engineer ​ Actuate, Inc.
Dashboard Muhammad Omer. What is Dashboard ?  “Dashboard is the data utilization software which means it can allow you to create and export interactive.
Technology Laser App Take the guesswork out of determining which forms you need, where to find them, and how to fill them out. Laser App drastically reduces.
The solution for Marketing safe brand designing & flexible marketing Why MarketingOne? What is MarketingOne? A modular platform for coordination of several.
Template v5 October 12, Internal use only. Copyright © Infor. All Rights Reserved.
Laserfiche ECM for Broker-Dealers
SureWaves Confidential. For private audiences only. Distribution, reproduction, copying of content or any other reuse is prohibited..
Display Advertising, MSN Presentation to [Client Name] [Month Date, Year]
Nobody’s Unpredictable Ipsos Portals. © 2009 Ipsos Agenda 2 Knowledge Manager Archway Summary Portal Definition & Benefits.
Building Tomorrow’s Corporate Portal David C. Hastings Director, Solutions Management
IIM Intro What is IIM? An information delivery and management solution. IIM App iPad Client Integration IIM Services Interface IIM Web Account Payment.
Unlocking the Business Value of Information for Competitive Advantage
SALES REVENUE MODEL $$$  Recruitment services, signing fee, contract percentage, accounting services, sponsorships, and advertisements. BUSINESS MODELS.
Company Profile. MerchantPro Express (MPX)  MerchantPro Express (MPX) is a credit card payments processing company, powered by industry leader First.
Internet of Things Identifying business opportunities
Comprehensive Project Management Solutions with the.NET Server family.
verifone HQtm Estate Management Solution
Eyeblaster Rich Media Basics. Global Digital Marketing Solutions Superior Technology & Expert Service Spanning 15 Countries  Digital ad serving and campaign.
1 Actuate Corporation © 2007 Next Generation Online Client Reporting The Demand for Rich Internet Application Capabilities from Investment Clients Jonathan.
Overview + Digital Strategy + Interactive Engineering + Experience Design + Product Incubation + Data Visualization and Discovery + Data Management.
Not For Distribution – Private and Confidential to Adaptive Planning and Client 1 The Global Leader in Cloud CPM FP&A Best Practices Review for GPUG Upstate.
Copyright © Sumantra Tech Services Pvt. Ltd. All Rights Reserved. PE Front Office Solution.
Univar USA Marketing Communications Platform January 16, 2015.
Banking Services Solutions. Solutions and Services  Technology enabled business solutions and services to help in growth of Banking services.  Dynamic.
Microsoft Cognitive Services and Cortana Analytics
The Self-Service Business Intelligence Suite
Cyberweb Solutions.
Product Management Fireside Chat
Putting the sizzle in Dynamics CRM with Better Documents Faster
Tech Genuine offers interactive and feature-rich ecommerce website solutions which enable clients to market their products and services online. We specialize.
How To Attract Gen-X & Gen-Y Clients (and Make the Dollars Work)
Get The Job Done.
MRM//McCANN Technology Strategy
Wirepayer INNOVATE, PARTNER, DELIVER
Heroku Quick Start Playbook
Automotive CRM Software? WHY SHOULD A BUSINESS IMPLEMENT.
Audience Engagement Apps Tools To Encourage Audience Interaction.
Call us Make You Unique Website Designer Company in Udaipur Best website designer is a leading IT company Solutions providing Latest innovative.
How Technology is Shaping the Commercial Real Estate Industry
Personal Finance Portfolio Management App for Better ROI and Control As portfolios become more diverse, they naturally become more complex. This increased.
Let’s take a closer look at the value Highland brings to property and casualty agencies. Revised 6/30/16 HCB00479.
Microsoft Office 365 Add-In Enhances Task and Project Management and Improves Workflows “With Office 365, businesses receive a comprehensive stack of technologies.
Client Service Standard of Care
Media365 Portal by Ctrl365 is Powered by Azure and Enables Easy and Seamless Dissemination of Video for Enhanced B2C and B2B Communication MICROSOFT AZURE.
Building assortments has never been so complex
Automating Profitable Growth™
KEY INITIATIVE Financial Data and Analytics
Payment Processing Solutions
Presentation transcript:

Andrew Tishkevich Director of Sales Finance Logix Financial Planning & Client Engagement Platformwww.financelogix.com FINANCE LOGIX FINANCIAL PLANNING & CLIENT ENGAGEMENT PLATFORM

Best Money Move of 2011 (Money Magazine) ABOUT FINANCE LOGIX Over 16 years of experience creating interactive financial planning software Received highest rating from Gartner Group and Tower Group Financial Planning & Client Engagement Platform Top 10 most used software by advisors InvestmentNews Top 3 Financial Planning Software 2014 – InvestmentNews Most Innovative Software of the the year 2013 – Tech Leaders IN Tech Leaders 2013 IN

Retirement Income & SS Optimization Goal or Cash flow based Financial Plan Finance Logix Advisor Portal Client Communication, Reporting & Plan Updates Finance Logix Client & Advisor Portal Retire Logix Dashboard Engage Prospecting Retire Logix Client Portal Marketing/ Advertising Educate Communicate Participant Logix END-TO-END SOLUTION Financial Planning & Client Engagement Platform

FINANCE LOGIX FRAMEWORK The Advisor Portal offers a simple to use yet comprehensive interface to manage client’s financial plan using a goal-based or cash flow based approach Portal provides a complete user experience to the investors and a new way to communicate with their advisor Flexible reporting engine allows creating customized reports by pasting custom sections and storing them in templates Robust data integration platform allows connection to over 35 different industry software systems Leverage planning data to provide more tailored service to clients The Document Vault creates a secure environment for sharing files Use of Mobile tools and smart alerts creates an effective communication between advisor and clients VISUAL EXPANDABLE CUSTOMIZABLE

SAMPLE INTEGRATIONS Financial Planning & Client Engagement Platform [35 + ] partners

RETIRE LOGIX Financial Planning & Client Engagement Platform MOBILE PROSPECTING AND COMMUNICATION TOOL

BRANDED ADVISOR APP Financial Planning & Client Engagement Platform MOBILE PRESENCE DIGITAL BUSINESS CARD NEW AGE ADVERTISING PROSPECTING

ADVISOR PORTAL Financial Planning & Client Engagement Platform RETIREMENT INSURANCE EDUCATION ESTATE PLANNING ASSET ALLOCATION MORNINGSTAR DATA FINAMETRICA DATA AGGREGATION

ADVISOR PORTAL

SMA & UMA IN FINANCIAL PLAN Financial Planning & Client Engagement Platform Displayed by asset class Or by strategist name

NEW CLIENT PORTAL Financial Planning & Client Engagement Platform CLIENT INTERVIEW DOCUMENT VAULT DYNAMIC DASHBOARD INTERACTIVE PLAN DATA AGGREGATION

NEW CLIENT PORTAL

WIDGETS LIVE

= innovation `

Feedback: Privacy Policy Feedback
Do Not Sell My Personal Information
About project: SlidePlayer Terms of Service

© 2025 SlidePlayer.com. Inc. All rights reserved.