LOGICLY

Streamline investment research and portfolio construction with Logicly, the complete analytics platform for financial advisors.

TRY FOR FREEBook a Demo

Discover our Unique Analytics Platform…

Our Tools & Analytics

Explore the full universe of ETFs and use screening filters to find the ones that are the best fit for your clients.

Dive deep to compare ETFs side by side across all the standard metrics plus more indepth 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.

Find ETFs with specific stock exposure and better understand ETF ownership of individual equities.

Explore correlated ETFs and find potential alternatives to make tax loss harvesting trades.

Dive deep into 13F Filings to understand where other professional investors are placing bets in the selected peer group.

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 individual stocks and ETFs.

Compare performance charts of up to 10 names.

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 eachother to better understand the strengths and weaknesses of certain portfolio changes.

Leverage modern portfolio theory to explore ways to optimize your client portfolios.

Explore ways to improve performance, reduce risk, and lower costs, and much more.