Logix_veggies

Dahl Financial Group provides clients with access to Finance Logix® software. Finance Logix® is a collection of financial planning tools that are useful in learning more about your finances and includes graphical representations of planning scenarios. Through the Client Portal, you have access to your financial information in one easy to use, secure location. The Client Dashboard allows you to see all of your accounts in one place, providing a snapshot of your finances. The software provides financial modeling sophistication and complexity, while remaining intuitive and easy for our clients to use.

We offer the following features to allow you to stay in touch with your finances:

  • Integration with Cambridge’s CIRStatements
  • Interactive “what-if” analysis that uses dynamic sliders to change assumptions on the screen
  • Client portal with financial dashboard that gives you a bird’s-eye view of your financial status
  • Online “vault” that allows secure file sharing with your advisor
  • Built-in calculation of marginal tax rate based on future income
  • Dynamic switch between goal-based and cash flow planning modes
  • Full control over distributions from individual accounts at future dates
  • Shared alerts and calendar
  • Optional account aggregation

If you are interested in learning more about how we use Finance Logix® to help clients, contact us today.

admin-ajax.php