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| Finance Logix® Announces Next Generation of Visual Advisor Plus, Its Client Facing Financial Planning Software |
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Finance Logix® today announces the release of the next generation of the Visual Advisor Plus suite of financial planning software for the financial services industry. The new release will feature enhancements to the dynamic, client-facing application and improved Cash Flow analysis, Stock Options, Client Management, and Privacy Features. The vibrant and visual application is built on the Finance Logix Framework, a powerful, comprehensive, and dynamic financial engine that provides the foundation for the retirement planning, insurance planning, education planning, estate planning and asset allocation modules that comprise the Visual Advisor Plus suite. |
| Finance Logix® Visual Advisor Plus suite of software offers a comprehensive solution to agents, financial planners, CPAs, and other advisors that require a visual and client-facing software to actively engage their clients and improve the level of service. The new software was designed to shorten the sales cycle while increasing the satisfaction and comprehension level of the client. Finance Logix® Visual Advisor Plus facilitates client participating in the strategic sessions and clearly identifies executable action plans for the client. |
| "We continually strive to improve our products and incorporate the needs and requirements of our loyal and dedicated users in our new releases. The new generation of Finance Logix® Visual Advisor Plus is the result of our continued commitment to deliver a client centric and visual financial planning product," said Oleg Tishkevich, President & CEO, OLTIS SOFTWARE, LLC. |
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| Finance Logix® a division of OLTIS SOFTWARE, LLC. (Financial Planning Software - Finance Logix), based in Tucson, Arizona, with offices in Phoenix, Arizona, and Seattle, Washington, is a leading software development company for the financial services industry. OLTIS provides numerous software solutions to the financial industry, including Broker-Dealers, Banks & Trusts, Insurance, Registered Investment Advisor (RIA), technology and services providers, and Asset Managers. OLTIS has served the needs of leading national and global financial institutions for almost 10 years. OLTIS has developed a comprehensive financial engine that is the core of the dynamic framework used to deliver "visual financial modeling" applications with the most powerful client facing capability available in the financial software industry. |
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| Finance Logix® is a registered trademark of OLTIS Software, LLC. All other brands, products or service names are or may be trademarks, registered trademarks or service marks of, and used to identify, products or services of their respective owners. |
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