Big game hunting, or the logic of buying Finance Logix

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8 May 2015


  • It is very true that deal is all about strategic consideration not price. Strategic planning is most important part of the deal.

  • Agree with this assessment. In fact, I've noticed it firsthand. I think the reason behind the interest in financial planning technology is that this is a tool that makes different point solutions customer centric. Product providers are learning that products are easier sell if they are in the context of an overall solution (a financial plan). However, the financial planning technology vendors need to focus more on the simplicity of input and output. The output is really for consumers.