Dahl Financial Group provides clients with access to Finance Logix® software. Finance Logix® is a collection of financial planning tools that are useful in learning more about your finances and includes graphical representations of planning scenarios. Through the Client Portal, you have access to your financial information in one easy to use, secure location. The Client Dashboard allows you to see all of your accounts in one place, providing a snapshot of your finances. The software provides financial modeling sophistication and complexity, while remaining intuitive and easy for our clients to use.
If you are interested in learning more about how we use Finance Logix® to help clients, contact us today.