IntentWire - Top MSP & MSSP Database Platform
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Envestnet

About Envestnet

Finance Logix® platform is a collection of client facing financial planning tools that emphasizes client acquisition and retention through education and graphical representation of planning scenarios. The financial planning products provide the appropriate financial modeling sophistication, and complexity in a client facing, intuitive platform.

Min project size

50,000+

Hourly rate

50 / hr

Employees

3

Locations

United States

Year founded

Founded 1998

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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