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Finance Logix provides wealth management software solutions to financial services firms, including Broker-Dealers, Banks & Trusts, Insurance, Registered Investment Advisor (RIA), technology and services providers, and Asset Managers.

Featured Clients
 
Banking


Wells Fargo provides banking, insurance, investments, mortgage and consumer finance – for more than 23 million customers. Wells Fargo has $436 billion in assets and 150,500 team members. Wells Fargo is one of the United States’ top-40 largest private employers. Wells Fargo is ranked fifth in assets and fourth in market value of their stock at March 31, 2005, among their peers.
 
Fund Management


AIM Trimark Investments is one of Canada's largest investment management companies with over $43 billion* in assets under management. Its securities trade on the London, New York and Toronto stock exchanges. AIM Trimark draws on the talents and expertise of almost 600 investment professionals in 18 countries to manage over $454 billion* in assets worldwide.
 
Insurance



Pacific Life provides life insurance products, individual annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life counts more than half of the 100 largest U.S. companies as clients.
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