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| Finance Logix Visual Advisor products are developed using a customer centric architecture that emphasizes client acquisition and retention. |
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| The Visual Advisor suite of products is designed to provide the appropriate financial modeling sophistication and complexity in a client facing, intuitive platform. |
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| Finance Logix Visual Advisor product line includes a retirement and in-retirement module as well as an asset allocation module. |
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| Retirement Module |
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| Asset Allocation Module |
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| Education Planner |
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| Estate Planner |
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| Insurance Planner |
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| Risk tolerance and customer profiling |
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| Customized presentation layer |
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| Retirement and asset allocation |
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| Interactive summary reports |
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| Risk analysis |
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| Savings and Income reports |
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| Real time "what-if" analysis |
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| Asset allocations for taxable, tax-deferred & total savings |
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| Historical and average return graphs |
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| Monte-Carlo simulation |
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| User-defined Withdrawal order |
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| Multi-tier savings and Income data gathering |
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| Multiperiod Forecast |
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| Efficient Frontier analysis |
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 The plug-in modules are fully integrated into the base Visual Advisor and Visual Advisor Plus products. Customer profiling and data gathering is fully integrated and shared by all the modules eliminating information redundancy. |
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| Insurance Planner by Finance Logix clarifies your client's options by analyzing your current financial status, your projected future needs, and displaying the results in a user-friendly graphical format. |
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| Finance Logix Estate Tax Planning tool evaluates client's net worth and inheritance taxes and suggests various possible strategies that facilitate and enhance the estate value passed to heirs. |
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| Education Planner is designed define a realistic level of savings required for education expenses and how to maximize the investment returns given the appropriate amount of risk. The results are presented in an easy to understand graphical format.
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