Investment & Portfolio Analytics Built By Experts
Logicly is a comprehensive web-based analytics and portfolio management platform for advisors to automate their day-to-day portfolio management workload. With powerful features like Portfolio Coach, Logicly is designed by experts to simplify investment management. It frees up advisors to focus more on clients, find new opportunities, mitigate the risks and better secure their client’s financial future. All while also building their own businesses. Life is getting more demanding. Client expectations are rising, while markets get ever faster and more complex, so the traditional ‘one size fits all’ approach no longer works. Logicly enables advisors to do more, in less time and show the value created.
In 2017, a group of market makers and traders realized there was a huge gap in the analytics market when it came to analytics around ETF liquidity. They set out to develop tools for the distribution and capital markets teams at ETF issuers, to help them better position their products.
The liquidity tools, which include our TruLiquidity ETF scoring, quickly expanded to include more tools to help answer complex quantitative questions for ETF issuers.
In our continued work with ETF issuers, it became apparent that the tools we were creating were used to answer inbound requests that wholesalers were receiving from financial advisors.
They were being asked questions about how to trade ETF products, how they compared to their current funds, and how they fit into their portfolios.
We began consulting with a select group of financial advisors, learning about their current workflows for fund screening and portfolio construction. In January of 2020, we launched LOGICLY, purposefully taking off the “ETF” and spelling incorrectly (as any FinTech would!). The Logicly platform is not only ETFs but includes single stocks and mutual funds with tailored workflows for financial advisors.
In September of 2021, we are launching the Logicly Portfolio Coach, a digital strategist on your team. The Portfolio Coach monitors your client portfolios across investment policies for asset allocation, risk, costs, income, ESG and tax. Providing you automatic alerts when portfolios deviate from those policies. Even further, the Coach suggests actions to take to get those portfolios back in-line with their policies and produces trade generation lists based on your decisions. The Logicly Portfolio Coach has your back.
Our co-founders began developing a tool to help ETF issuers better navigate ETF liquidity.
The ETFLogic toolset began to expand beyond trading and liquidity analytics to further help ETF Issuers.
Partnered with the New York Stock Exchange to power an ETF screener for NYSE ETF website visitors.
Received strategic investment of $4M from ETFS Capital
Began consulting with financial advisors on their current portfolio workflows.
The Logicly advisor workflows were announced at Inside ETFs
The Logicly Model Portfolio Marketplace launched to offer advisors a centralized resource to research model portfolios
ETFLogic and TSX Inc. Collaborate to Deliver Innovative Analytics to Canada’s ETF and Wealth Management Industry.
Meet the Team
The ETFLogic team is made up of former market makers, traders, quants, and have years of experience within the ETF and investment industry.
All of this knowledge has helped the team focus on solving problems when it comes to the complex processes of investment research and portfolio construction.