LOGICLY is now a part of VettaFi

Changing the Conversation.

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.

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Changing the Conversation.

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.

LOGICLY proudly integrates with a number of industry leaders.

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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ETF Issuers

For ETF Issuers, bringing a new ETF to market means overcoming numerous operational hurdles along the way, including meeting 6c-11 compliance requirements.

ETF Issuers use LOGICLY to pull in data supporting 6c-11 compliance. Our custom tools are delivered via API that can be integrated into your existing internal platforms or white-labeled on a client’s website. Easy, simple. Focus your resources in higher-value tasks.

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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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"LOGICLY has done fantastic work as the group helps FlexShares build and embed thoughtful analysis tools that are easy to use & intuitive. Further, ETFLogic has been extremely flexible in finding ways to work within the confines of our technology platform."

“My firm has used other investment tools in the past, but LOGICLY has been a great find for our investment analysis of client’s portfolios. They have many tools for analyzing the market at macro levels down to the individual security level. Highly recommend!”

"LOGICLY has become our most complete investment and portfolio management screening tool that our team has utilized to this point. The fund screener provides the ability to research/add funds to our watchlist, while the analysis tool enables us to take this research further through the deep, intuitive data. Recently, using the ESG analysis tool to gauge the sustainability of the funds in our models."

How Advisors are Navigating the AI Wave in 2023 and Beyond

Shared Perspectives

Are you ready to Invest LOGICLY?

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Explore the Platform

LOGICLY is now a part of VettaFi

Changing the Conversation.

Changing the Conversation.

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.

Powerful Analytics

Streamlined Workflows

Custom Reporting

LOGICLY proudly integrates with a number of industry leaders.

Simplify and automate portfolio management.

Better analysis. Better investment decisions.

Do more for clients by doing less.

Fast data. Faster investment decisions.