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| Finance Logix Sharelogix products are developed using a customer centric architecture that emphasizes client acquisition and retention. |
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| The Sharelogix 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 Sharelogix 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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| Customizable Client Portal with Financial Dashboard |
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| Quick Retirement Calculator |
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| Alerts for activities and file uploads |
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| Shared Calendar between advisor and client |
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| Shared File Vault for reports and other documents |
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| Multi-tier savings and Income data gathering |
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| Real time "what-if" analysis |
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| Customized presentation layer |
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| Interactive summary reports |
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| Savings and Income reports |
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| Monte-Carlo simulation |
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| Risk analysis |
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| Risk tolerance and customer profiling |
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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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| Multiperiod Forecast |
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| Efficient Frontier analysis |
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| The plug-in modules are fully integrated into the base Sharelogix 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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