While its Advisor Summit was happening in Chicago, Envestnet announced Wednesday that it acquired Finance Logix, a company that provides goal-based financial planning and wealth management software to ...

Finance Logix, a leading financial planning and client engagement platform, and Redtail Technology, an industry leading CRM for advisors, announced today the integration of Finance Logix's innovative ...

AssetMark Inc. announced Tuesday that it has added Finance Logix financial planning software to its eWealthManager investment platform for financial advisers. The $21-billion-in-assets firm chose ...

A well-known tech expert from the advisory world has returned to independence, launching a new consultancy to serve the needs of big incumbents and smaller fintech firms alike in reinventing ...