As we near the end of the month, we would like to remind you of our decision to update our offering. Effective August 31, 2020 our legacy financial planning program, Finance Logix, will shut down.

Important takeaways:
  • Any licenses that have been paid to cover the months after August 2020 will be refunded on a pro-rated basis.
  • The existing data that you have in Finance Logix will not be transferred to any other planning software.
  • It is important that you download client financial plans and vault documents for your records. Once the program is closed on August 31, 2020, you will no longer have access to these plans or documents.

We understand this change may be challenging, so we have a team of individuals who will be able to answer your questions and help you understand the alternate tools available to continue to meet your needs.

MoneyGuide Financial Planning Software, named #1 planning software for the last 12 years
As part of our suite of solutions, our MoneyGuide financial planning software can be an alternative to Finance Logix. Through MoneyGuide, you can utilize various planning and investment solutions to motivate your clients to create and implement financial plans, and help them achieve their financial goals. With MoneyGuide, you can:
  • Interactively demonstrate for clients – both remotely and in real time – the effects that possible changes to their portfolios could have over the long term.
  • Help prevent clients from making decisions they may regret when conditions normalize by harnessing the power of modern financial planning strategies.
  • Deepen client engagement and promote productive financial conversations focused on client needs through the addition of MyBlocks.
  • Integrate with over 150 industry leading applications – like Albridge, Pershing, Fidelity, RedTail, and more.

The integration between the Envestnet platform and MoneyGuide allows you to push information back and forth between platforms, offering a more seamless way to generate proposals, communicate with your clients through the MongeyGuide Client Portal, and ultimately ensure your clients are on track to meet their goals.

To learn more about MoneyGuide, schedule a one-on-one demonstration with a member of our team or set-up a free trial by completing this form.

Thank you for your continued partnership. We remain committed to ensuring you and your clients have a best-in-class technology experience. We are here to help you stay in front of clients during these challenging times with solutions that meet your virtual advice needs.

If you have any questions on the closure of Finance Logix, please contact one of our Finance Logix Specialists at 1-800-557-1780.

If you are interested in learning more about MoneyGuide’s award-winning financial planning software, please contact us at 1-800-841-5312 or visit us at

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