Data integration between industry-leading advisor technology platforms to facilitate financial planning process.
Finance Logix, a leading provider of financial planning and client engagement solutions, today announced an agreement with Morningstar, Inc., a leading provider of independent investment research, to integrate the Finance Logix platform and Morningstar OfficeSM. The Finance Logix platform is a customized end-to-end financial planning and client management solution and Morningstar Office is a research and practice management system for financial advisors.
