PlanLogix Information

PlanLogix is a Financial Planning Technologies company, based in Toronto, Canada. We are a provider of professional tools and services for Financial Services institutions in North America. Our team members are experienced and dedicated professionals who are passionate about what they do in their respective areas. We employ in both full-time and part-time capacities, depending on the business needs. To provide the Financial Planning expertise, we work with certified professionals with CFP/QAFP accreditations and multi-year experience in the field. Together, we have many decades of experience in developing financial software products and providing professional financial planning services, from small to large financial service institutions.