The technology firm Finance Logix and the Financial Planning Association (FPA) announced on Tuesday that FPA’s PlannerSearch service will now be featured on the Retire Logix retirement planning application for mobile devices.
Finance Logix, based in Seattle, claims more than 20,000 unique downloads for the retirement app, one that’s designed “specifically for the iPhone, iPad and Android.” It uses “innovative sliders and charts to forecast an individual’s retirement situation via an easy to use touch-screen graphical user interface,” according to the company.
“Individuals can enter all of their information into the Retire Logix application, and it will then connect them to PlannerSearch to find a qualified advisor in their area to help them achieve their goals,” said Ryanne Enyeart, assistant director of consumer services for the FPA. “It closes the loop.”
“Close the loop—that’s a very important point,” FPA spokeswoman Lynn Brackpool added. “Many people have the information, but they don’t have the ability to act on it with the help of a financial planner. This app helps them take that next step.”
FPA notes PlannerSearch consists of 6,000 of FPA members who must meet several “key criteria” and must also hold the CFP designation. It allows consumers to enter their location and the key search criteria to be connected to FPA’s financial experts in their area.