Logix Financial Planning

Logix Financial Planning

Logix Financial Planning leverages Envestnet’s AI-driven ecosystem, providing unparalleled insights through aggregated data. Its modular and scalable technology seamlessly integrates into existing systems, empowering users to harness transformative financial wellness solutions. The software enhances decision-making and fosters opportunities for growth and success in financial management.

Top Logix Financial Planning Alternatives

1

Broker Briefcase Benefits

The Broker Briefcase benefits from Decisely's cutting-edge technology, utilizing carrier-direct data through the Group Benefits API to streamline quoting processes.

By: Zywave From United States
2

SnapDocs

The leading notary scheduling solution effortlessly coordinates borrower signing experiences...

By: SnapDocs, Inc. From United States
3

Active Trader Pro

Active Trader Pro® empowers users to make informed trading decisions through real-time market insights and dynamic analytics.

By: Fidelity From United States
4

Modgic

Modgic offers a streamlined solution for quoting cyber insurance in response to increasing cyber threats.

By: Modgic From United States
5

LexisNexis Carrier Discovery

LexisNexis Carrier Discovery streamlines financial services by offering robust analytics and insights into insurance carrier performance.

By: LexisNexis From United States
6

Episys

Episys empowers community banks, credit unions, and fintechs with tailored financial services software, enabling them to thrive in a competitive landscape.

By: Jack Henry & Associates From United States
7

Morningstar Direct

It facilitates seamless integration of proprietary and Morningstar data, enabling customized investment strategies...

By: Morningstar From United States
8

Applied DORIS

With its interactive tool, users can customize their tech stack, simplifying business processes...

By: Applied Systems From United States
9

Square Deposits

With minimal fees, users can effortlessly transfer cash daily to their external bank accounts, ensuring...

By: Square From United States
10

ZywaveRx

By utilizing carrier-direct data through the Group Benefits API, it enhances efficiency and accuracy...

By: Zywave From United States
11

InsurancePro

With features like Cyber Quoting, it simplifies obtaining cyber insurance amidst rising cyber threats...

By: Insurance Technologies From United States
12

CADENCE`

It enhances payment processing, cash flow management, and enterprise risk management, enabling institutions to adapt...

By: ProfitStars From United States
13

IVANS Exchange

Equipped with data-driven insights, it enables users to evaluate agency adoption and optimize connections...

By: IVANS Insurance From United States
14

LoanSifter by Optimal Blue

Its Product Comparison tool generates interactive reports in seconds, enhancing customer engagement...

By: Optimal Blue From United States
15

FactSet Data Feeds

Tailored to meet diverse financial needs, users can seamlessly integrate high-quality market data and analytics...

By: FactSet From United States