Streamline your investment workflows to create strong investment outcomes for your clients. With Logicly you get insights in a few clicks reducing disjointed portfolio construction in spreadsheets. Simplify your day-to-day portfolio-management workload by keeping portfolios aligned to policies and staying in-the-know with alerts that help you capture opportunities as they arise with the Logicly Portfolio Coach.
Expert Tools and Workflows
Scale, personalize, monitor and manage your clients portfolios with a digital strategist on your team.
Explore the ETF markets to understand what’s trending across returns and flows.
Get ideas on potential investment strategies and opportunities to help boost your alpha.
Explore the full universe of global ETFs and US Mutual Funds by using screening filters to find the ones that are the best fit for your clients.
Dive deep to compare funds side by side across all the standard metrics plus more in-depth quant stats such as equity fundamentals.
Explore our expanding model marketplace to view and compare strategies from the top ETF issuers and third party strategists.
Analyze models beyond the quick overview stats and compare them versus your current portfolios.
Explore where money is flowing across various constraints, such as asset class, investment theme, ETF issuer, and more.
De-risk your single stock exposure by finding funds with exposure to those specific stocks
Understand the geographic exposure of your ETFs, down to the country and exchange level.
Get insight on when the best timeframes to trade your international ETFs are.
Dive deep into the technical charting of single stocks, ETFs, MFs and portfolios
Dive deep into portfolio metrics such as performance, risk, costs, factors, and even ESG. Pull holdings in directly from your other platforms and customize portfolio reports for clients.
Customize simulation parameters such as trading history, rebalancing, return on cash and much more. Add your fee overlays to provide proper representation of portfolio outcomes.
Compare ETFs or portfolios against each other to better understand the strengths and weaknesses of certain portfolio changes.
Basket Trading Hours
Dive deep into key portfolio metrics at the constituent level, such as portfolio performance, risk, costs, factors, and even ESG.
Explore ways to improve investment outcomes for your clients using our portfolio optimization features to improve performance, lower cost and risk, better meet client’s ESG goals, and even harvest tax losses.
All visuals in the platform can be exported to a customizable PDF report or excel, to allow you to discuss outcomes with your current clients and propose new investment decisions with your prospects.
Fund, stock or model portfolio screening
Dive deep to analyze key metrics.
Understand how the selected investments fit into your current portfolios
Share these insights with your clients through customized reports.
Receive guidance on how to improve investment outcomes in regards to performance, risk, costs, and much more.
Choose your plan
Get access to powerful tools and analytics.
15% off with Annual Subscription
Portfolio Analysis, Comparisons, Model Marketplace
A Great Deal!
Advisor + Portfolio Coach
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Asset allocation, risk, costs, income, ESG and tax
Ideal for ETF Issuers, Traders, Portfolio Managers
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Truliquidity, Tick Data Analysis