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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Finance Logix

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. Since 1998, Finance Logix has created financial products with the vision that users would be able to easily identify client requirements and needs, quantify future goals, and return the most highly customizable, realistic, achievable plan of action.

FinaMetrica is integrated into Finance Logix software, please contact Finance Logix directly for a trial version.