Amrita Financial Inc., a life settlement firm, and Finance Logix, a software firm, will be working together to market their services to financial services professionals.
Amrita, Oceanside, Calif., and Finance Logix, a unit of Oltis Software L.L.C., Tucson, Ariz., will combine tools from Amrita with the Finance Logix financial planning system.
The deal will give the 10,000 financial planners who use Finance Logix software access to life settlement appraisals, policy analysis tools and a link to life settlement providers, the firms report.
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