OLTIS SOFTWARE, LLC. 5151 E. Broadway Blvd. STE-620 Category: Prepackaged Software |
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Company representatives
Oleg Tishkevich, President, CEO
About OLTIS SOFTWARE, LLC.
Wealth Management and Financial Planning Software
Finance Logix® is a visual, dynamic and comprehensive planning software with the appropriate financial modeling sophistication, and complexity in a client facing, intuitive platform.
The Advisor Portal offers a simple to use interface to manage client profiles and a robust integration and data exchange service. The Client Portal delivers a best of breed user experience and an effortless way to consolidate and aggregate all account data and easily share it with the advisor. The speed and agility of the “what-if†results and the use of dynamic sliders is unmatched in the industry.
Products and Services
- Finance Logix
Business categories
- Financial Planning Consultants
Location Type
Single Location
Revenue
$3,500,000 - $3,750,000
Employees
20 to 49
Years In Business
26
Rating
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