Finance Logix -- Add-On Features



Finance Logix offers a variety of add-one features:

The current available add-on options are as follows:


- Small Office (allows sharing of clients across multiple users)

- Data Aggregation (CashEdge and ByAllAccounts)

- Branding 

- Finametrica

- RetireLogix (a mobile prospecting app - available on both Android and the AppleStore)

- Finance Logix Mobile (an app for existing clients to track their financial goals and monitor their finances)


Please call the Finance Logix Sales Support team at (800) 557-1780 and choose option 1, for all licensing and billing questions and we will be happy to help you.


For more contact information, please visit

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