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Component-based architecture of the Finance Logix� enables us to configure the application to meet your unique specifications and content needs. Each configured solution will reflect your company’s look and feel to support your corporate branding efforts.
Most retirement planning tools that are available today use a fixed rate of return to calculate total savings amount at retirement. This calculation is fine as a starting point, but needs to be refined to provide investors with a better estimate of their retirement outlook. Because the fixed rate of return calculation relies on a single average estimate of the rate of return, there is a possibility to underestimate the amount of savings and investments required at retirement.
The Monte-Carlo model can evaluate potential shortfall situations by applying standard statistical techniques and calculate the probability of achieving the retirement goal. Graphically show projection of client savings into the future. With the simulation calculate hundreds of random scenarios based on the historical performance of the asset class mix in each retirement account.
Finance Logix offers the ability to include custom presentations and illustrations. Advisors are able to create client specific presentations, and seamlessly incorporate them within the application. This allows the presentation to appear as a component along side the planning modules. The reports feature several graphs highlighting the financial analysis. The reports are designed to provide the clients with an easy-to-understand summary and information, and also offers dynamic integration with industry standard print-on-demand systems.
Finance Logix products are designed to capture structured and unstructured data from internal recordkeeping systems, legacy systems, and third party applications and services such as CRM, portfolio management, tracking, and many other third party systems.
The Finance Logix Retirement Planner is a comprehensive package of tools for financial professionals specializing in retirement planning. Retirement Planner is built on a flexible financial model that can accommodate the most sophisticated and complex planning scenarios, as well as calculate results based on only a few basic inputs.
After retirement the client's needs may shift from accumulating wealth to managing and effectively extending the accumulated wealth. The Finance Logix In-Retirement Planner compliments the advisor's role of showing their clients better ways to manage their assets by assessing their goals, realigning their portfolio, and analyzing various "what-if" scenarios. A highly interactive and customizable graphical interface makes it very easy for clients to understand even the most complicated aspects of the retirement planning process.
Today's complex insurance arena can be very confusing. Finance Logix Insurance Planner clarifies your options by analyzing your current financial status, your projected future needs, and displaying the results in a user-friendly graphical display. Insurance Planner will assist you in completely analyzing your client's needs, asking the tough questions, and selling the appropriate policies to match their situation. The software will help you succeed in creating a powerful, organized, complete, and easy to follow insurance plan that will assure financial stability through any emergency.
Education Planner designed to help financial professionals show their clients how to save at a realistic level and invest to maximize returns given the appropriate amount of risk. The Education Planner will help you will develop a saving strategy for your clients' individual financial situation by analyzing various investment options, including Section 529 plans. The results of the calculations are presented in an easy to understand report format, including interactive graphs.
It is widely agreed that asset allocation accounts for a large part of the variability in the return on a typical investor's portfolio. Once the client's ideal allocation is determined using the Risk Tolerance Questionnaire, the Asset Allocation has the capability of creating multiple asset allocations; for retirement goals, taxable and tax-deferred accounts, as well as multiple allocations for general goals. The Allocation gives the advisor flexibility to plan for multiple goals and evaluate them based on historical returns.
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