Through our technology partner, Morningstar Office we offer you the ability to aggregate your accounts from multiple sources into a single, secure system.  You can then view and analyze this aggregated portfolio and see your exact net worth on a daily basis.  This aggregation includes both asset and liability accounts, so you can gain a complete and up-to-date picture of your wealth.

The types of accounts you can aggregate in the Finance Logix system include:

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Asset Accounts

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• Investment Accounts (Pershing, RBC, etc.)

• Managed Money Accounts

• Direct Mutual Fund and Variable Annuity Accounts

• Bank Accounts

• Alternative Investments

• Insurance

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Liability Accounts

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• Mortgages

• Car loans

• Credit Cards

• Bill Pay

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In addition to aggregating your accounts, Finance Logix allows your financial advisor to manage your wealth on a more holistic basis, whether your advisor is running financial plans, investment proposals, or simply analyzing your assets.