by Software Enterprises, Inc.
Wealth and Portfolio Management
Financia$Logix is a Wealth and Portfolio Management
System built on the world-class CRM application, Sage CRM
SalesLogix. With Sage CRM SalesLogix, a leading Client
Relationship Management System you have a complete picture of
your client which allows all involved to have that information
available at all times.
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Features:
Financial$Logix provides a comprehensive
view of a client's financial and personal information to empower
your brokers and relationships.
Financial$Logix
Single platform
encompassing portfolio, CRM, and report automation and
customization tools
