LA VISTA, Neb.--()--Securities America has entered into an enterprise agreement to offer the Finance Logix platform as its preferred financial planning solution. Finance Logix is a sophisticated financial planning program that includes both goal and cash-flow analysis to address clients’ financial needs. Finance Logix will enable advisors to expand their business through an integrated system that improves client relationships and enhances advisor productivity by leveraging financial planning with interactive client engagement tools.
“Finance Logix is an intuitive, user-friendly solution that will allow our advisors to continue providing the highest quality service to their clients”
“Finance Logix is an intuitive, user-friendly solution that will allow our advisors to continue providing the highest quality service to their clients,” said Doreen Griffith, chief information officer. “Like Securities America, Finance Logix has shown an ongoing commitment to delivering leading-edge technology to their customers, which is why we chose this partnership for our e*Office Advantage portal.”
Finance Logix has been customized for Securities America to integrate with various data feeds, simplifying and streamlining the data gathering process. These data feeds integrate with Securities America’s CRM and other systems.
The platform includes comprehensive financial planning capabilities, including the innovative client portal and award-winning mobile tools. The Finance Logix client portal offers a secure document vault, consolidated dashboard view, calendar and alerts to engage clients in the planning process and enhance advisor productivity. The Finance Logix mobile app, Retire Logix, was named a best money move by Money Magazine. Primarily used as a basic retirement or education planning solution, the iPhone® and Android® compatible mobile app can be branded with an advisor’s logo and company information.
Finance Logix supports household portfolio analysis, securities classification and custom model portfolios. Finance Logix is fully integrated with Morningstar tools, with all leading portfolio management and CRM systems, along with aggregation services and risk profiling tools.
About Securities America
Headquartered in La Vista, Neb., Securities America Inc. is the nation’s eighth largest independent broker-dealer (as ranked by Financial Planning magazine, June 2012, based on 2011 total revenue). For more than 25 years, Securities America’s mission has been to foster the success of financial professionals so they can provide quality, objective financial counsel and services to their clients. Advisors benefit from the firm’s industry-leading programs in practice management, advisory services and retirement income distribution, supported by state-of-the-art technology. Founded in 1993, Securities America Advisors Inc. is an SEC-Registered Investment Advisory firm that offers investment management, financial advice and financial planning through a national network of independent financial advisors. Securities America Financial Corp. is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). Securities America received the inaugural Thought Leadership Award from the Retirement Income Industry Association in March 2011. Additional information is available at www.securitiesamerica.com.
Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC.