Axos Invest Launches FundFinder+ powered by LOGICLY

Axos Invest has announced the launch of its latest free investor insight tool, FundFinder+ featuring LOGICLY.  A tool designed for self-directed investors to streamline and build the portfolio they want on their own terms.

November 15, 2022 (New York, NY)Axos Invest has announced the launch of its latest free investor insight tool, FundFinder+ featuring LOGICLY, a platform that offers deeper analytics and portfolio construction data so users can better scale, personalize, monitor, and manage all of their assets. FundFinder+ helps investors of all experience levels search for, identify, and research thousands of mutual funds and ETFs, bringing precision and clarity to their overall investment strategy in one location.

Designed to mimic the same tool financial advisors use to determine investment products for their clients, it’s a powerful duo that blends sophisticated screening capabilities with the fund selection opportunities of Axos Invest. Self-directed investors now have unfiltered, unbiased, and objective access to detailed fund information, direct from some of the country’s leading asset management companies.

Image shows Tracy Gallman, Senior Vice President at Axos Invest, part of Axos Bank.
Axos Invest Senior Vice President Tracy Gallman

“Investors can use FindFinder+ to identify the specific funds that match their unique investing goals, then drill into LOGICLY data for all the inside investor knowledge on fund details and performance for a full 360-degree picture of any asset,” said Axos Invest Senior Vice President Tracy Gallman. “Combined, these tools offer a comprehensive path for portfolio construction that fits each investor like a tailored glove.”

Read the full press release here.





LOGICLY is a U.S.-based fintech company and leading investment research, analytics, and portfolio management tools and solutions to the financial advisor community, RIAs, Broker Dealers, Asset Managers, Financial Institutions, ETF Issuers, Compliance Teams, and Hedge Funds. LOGICLY delivers global ETF and fund data across a complete universe of funds, giving advisors a competitive advantage with powerful, institutional-grade technology that streamlines research and analytics, and automates portfolio management. LOGICLY also offers financial institutions via API, iFrame, widgets, or custom development a way to deliver self-directed solutions focused on ETFs, mutual funds, and individual stocks to a retail client base. Headquartered in New York, LOGICLY serves a diverse and international client base. For more information about LOGICLY, visit our website at Follow LOGICLY on LinkedIn at and Twitter at

About Axos Invest:

As the retail investing arm of digital financial services provider Axos Financial (NYSE: AX), Axos Invest empowers Americans to meet their wealth goals with low- to no-fee investing. In 2019, Axos Invest was born through the acquisition of WiseBanyan. Axos Invest is committed to helping clients achieve their goals through digital advice solutions. Building on its Managed Portfolios platform, Axos Invest launched Self-Directed Trading in 2021, offering investors commission-free1 trades on eligible stocks, ETFs and no-load mutual funds, plus options and margin trading for approved customers.

Securities and other non-deposit investment products and services are not deposits, obligations of or guaranteed by Axos Bank, are not insured by the FDIC or any governmental agency, and are subject to investment risk including possible loss of the principal invested. Past performance of a security does not guarantee future results or success. Check out the tool here:


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