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| September 17, 2007 |
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 | "I've been using NaviPlan for years, and it can be hard to use and it is slow. Many of the things I go over with clients would probably be much faster on [Visual Advisor Plus], and it certainly does look more engaging, especially for the client," said Glenn A. Large, an adviser with Magna Financial Planning LLC of Downingtown, Pa. |
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| August 20, 2007 |
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| "We're still in our first year, but we'll be staying with it. Finance Logix has an extraordinarily clear user interface that's very flexible with on-the-fly modeling. When we are sitting with the client, and they ask, 'Well, what about this?' we can do it right there with them. It becomes a very fluid and engaging retirement-planning session. We can create hypothetical allocation changes and see how projected changes affect a graphical illustration of the client's portfolio," Mr. Schaider said, managing principal of Cambridge Financial Partners Inc. Santa Clara, Calif., an advisory firm with more than $20 million in assets under management. |
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| June 13, 2007 |
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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. |
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| April 27, 2007 |
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| "The Wealth In Motion™ software has literally been in development for close to 10 years. LEAP SYSTEMS, Inc. had to find the right development partner to help us complete the vision we had for a financial tool that would help clients and their advisors create more wealth, happiness, and success in their lives without the complexity and lack of control that so many people feel. Upon our initial introduction to OLTIS Software we found an immediate match due to the strength of their technologies, track record, and shared vision of where the financial services industry needs to be... |
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 | Seems like every time you look, a new financial planning software application is being offered. This month, we present a review of Oltis Software LLC’s Finance Logix Visual Advisor (www.oltis.com). This is a powerful, graphically rich, sales-oriented program that is easy to use and would satisfy the needs of most planners... |
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| A New Model of Organizational Change |
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| The technology industry has developed a reputation for delivering costly failures. Barely a week goes by without news of another IT project that has failed to deliver the benefits that were promised. |
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| The ability to shift focus in the financial industry is a key component of a financial institution’s survival skills and crucial in weathering our current economic storms. To their praise, banks in all segments of the market have learned to embrace the changes and adapt. |
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| OLTIS Software, L.L.C., creator of Finance Logix� financial planning tools, is pleased to announce a partnership agreement with Thomson Financial to jointly enhance, market and customize the Thomson Financial Architec(k) and IRA Analyst and OLTIS Finance Logix� software applications. |
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| In Vino Veritas |
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| I had a particularly difficult week trying to decide on a new strategic direction for my financial planning software company so when my friend called and invited me to a wine tasting I was quick to accept. |
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