Envestnet | Finance Logix

Envestnet | Finance Logix is a pioneering company in the finance and financial services sectors, founded in 1998. Their flagship product, Finance Logix®, is a robust collection of client-facing financial planning tools designed to prioritize client acquisition and retention through education and visually engaging planning scenarios. The platform offers sophisticated financial modeling and intuitive usability, setting it apart with unmatched speed and agility in producing "what-if" results. With over a decade of experience, the product is underpinned by a scalable financial engine, making it a trusted choice for large enterprises seeking to deliver comprehensive financial advice. Envestnet | Finance Logix is headquartered in the United States and has demonstrated resilience and innovation in the finance industry.