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OLTIS SOFTWARE, LLC.
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Business description
Wealth Management and Financial Planning software
Finance Logix® is a visual, dynamic and comprehensive planning software with the appropriate financial modeling sophistication, and complexity in a client facing, intuitive platform. The Advisor Portal offers a simple to use interface to manage client profiles and a robust integration and data exchange service. The Client Portal delivers a best of breed user experience and an effortless way to consolidate and aggregate all account data and easily share it with the advisor. The speed and agility of the â??what-ifâ? results and the use of dynamic sliders is unmatched in the industry.
General information
- Technology & Communications Computer Hardware Computers and Computer Peripheral Equipment and Software Computer Software
| Estimated number of employees: | 20 to 49 | |
| Annual sales estimate: | 0 | |
| City / suburb: | Tucson, AZ | |
| County: | Pima |
Finance Logix
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