We empower and inspire confident outcomes.

LOGICLY is designed to help you streamline your investment research and analysis, by putting you in the driver’s seat when delivering strong outcomes for your clients. With LOGICLY, you get comprehensive portfolio management capabilities, real-time alerts and advanced analytics right at your fingertips. 

We empower and inspire confident outcomes.

LOGICLY is designed to help you streamline your investment research and analysis, by putting you in the driver’s seat when delivering strong outcomes for your clients. With LOGICLY, you get comprehensive portfolio management capabilities, real-time alerts and advanced analytics right at your fingertips. 

Are you ready to Invest LOGICLY?

LOGICLY is a comprehensive web-based analytics and portfolio management platform
for advisors to automate their day-to-day portfolio management workload.

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Powerful Analytics

Explore ways to improve investment outcomes for your clients using LOGICLY's portfolio optimization features to improve performance, lower cost and risk, better meet client’s ESG goals, and harvest tax losses.

Streamlined Workflows

LOGICLY streamlines portfolio construction by giving you point-and-click access to institutional-caliber analytics. Improve investment decision-making with clients by perform a wide array of analysis.

Custom Reporting

All visuals in the LOGICLY platform can be exported to a customizable PDF report or excel, allowing you to discuss outcomes with your current clients and propose new investment decisions with your prospects.

LOGICLY proudly integrates with a number of industry leaders.

Base

$ 0 Monthly
  • LOGICLY BASE is free to all users
  • Data Research
  • Advanced Portfolio Analysis
  • Portfolio Tools

Core

$ 199 Monthly
  • All LOGICLY BASE Benefits Plus:
  • Evaluate proposed portfolios over time
  • Identify market cap & other exposures
  • Over 13 more benefits
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PRO

$ 499 Monthly
  • All LOGICLY CORE Benefits Plus:
  • Tax-aware portfolio rebalancing
  • Real Time monitoring & alerting
  • Over 5 more exclusive benefits

Simplify and automate portfolio management.

Connect your client’s portfolios to LOGICLY and receive policy alerts, rebalancing notifications, as well as potential trade ideas to improve cost, performance, lower risk and monitor your tax liability. Generate an audit trail on every decision made in your portfolio. Create policies to track model portfolios or customize for asset allocation, cost, risk, income or ESG.

Better analysis. Better investment decisions.

LOGICLY CORE Portfolio Analysis gives you institutional-caliber analytics and the ability to create customized simulations for clients across a broad array of portfolio characteristics. We provide trading history, rebalancing, return on cash, and fee overlays to represent portfolio outcomes inclusive of your fees. Quickly analyze current fund holdings and costs, and compare against potential replacement funds to guide clients in making the most suitable decision.

Do more for clients by doing less.

With a few clicks, you can quickly narrow down the full universe of global ETFs and mutual funds to find ideas that may fit your client’s investment objectives. LOGICLY BASE puts you in the driver’s seat with our easy-to-use Fund Screener tools. We provide you with advanced analysis to find optimal choices, from our Overlap and Correlation tool to quickly viewing performance attribution of ETFs and benchmarks.

Fast data. Faster investment decisions.

LOGICLY Data APIs and Custom Tools
Our fully built analytics and tools are all API driven and easily integrated into your domain. This can cut implementation time for a website analytics project from years to months. LOGICLY’s software-as-a-service model provides flexibility around only the tools you need. Our dedicated team of developers and quants will work with you to ensure seamless integration into your website.

Our Clients

Financial Advisors

Clients expect comprehensive, personalized services from you. From financial planning to investments, you’re an advocate for your clients’ financial goals and futures.
Empower and inspire confident outcomes with LOGICLY by connecting each client’s Investment Policy Statement (IPS) with their goals and outcomes.
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Broker Dealers

Offer more to advisors. Attract more advisors. Differentiate your Independent Broker Dealer in a highly competitive environment by offering more to your advisors.
With LOGICLY, your advisors can simplify, streamline, and automate portfolio management tasks, including screening, research, and construction. Less time on operations-like tasks. More time to find new clients.
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Asset Managers

Uncovering new investment ideas that generate alpha can be a daunting challenge, even for talented asset managers. Having the ability to quickly and accurately source actionable data is important.
LOGICLY gives asset managers game-changing speed and access to institutional data, research, and analytics central to investment decision-making. Support your investment teams with the ability to customize screening and research across more than 700 data points.
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Are you ready to Invest LOGICLY?