IPS AdvisorProFinance Logix® is a visual, dynamic and comprehensive planning software with the appropriate financial modeling sophistication, and complexity in a client facing, intuitive platform.

The Advisor Portal offers a simple to use interface to manage client profiles and a robust integration and data exchange service. The Client Portal delivers a best of breed user experience and an effortless way to consolidate and aggregate all account data and easily share it with the advisor. The speed and agility of the “what-if” results and the use of dynamic sliders is unmatched in the industry.

Member Integrations

Click here for NON-MEMBER Integrations

CRM / OFFICE MANAGEMENT
INTEGRATIONS
Integration
Integration

PORTFOLIO MANAGEMENT,
REPORTING, AND BACK OFFICE
INTEGRATIONS
Integration
Integration


COMBINATION PRODUCTS
INTEGRATIONS
Integration

FORMS FILLING SOFTWARE
INTEGRATIONS
Integration