This topic provides an overview of the Morningstar Office integration with Finance Logix.
The following topics will be discussed:
Finance Logix is an innovative technology firm that provides customers end-to-end financial planning solutions for leading financial services institutions and independent advisors.
How does this integration affect me?
With this integration, advisors who subscribe to Finance Logix will now be able to automate the import process from Morningstar Office into Finance Logix.
After a one-time setup, users can pull client data from Morningstar Office into Finance Logix using a seamless web service.
What type of information will be sent into Finance Logix?
Finance Logix will send Client data, such as name, date of birth, social security number, and contact information, and account position information, including holding information such as shares, price and market value.
How can I subscribe to Finance Logix?
If you would like to subscribe to Finance Logix, please e-mail Logix at sales@financelogix.com or call 800 557-1780, option 1.
Who should I contact for integration support?
Morningstar subscribers should contact Finance Logix via e-mail at support@financelogix.com or call 800 557-1780, option 2.