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How Do You Find the Right ETFs For Clients?

By August 19, 2020August 24th, 2020No Comments

With so many ETF products on the market, it can often be a hassle to find the right ETFs for your client’s portfolios.

When we announced the rollout of our advisor workflow in January, one of the main goals was to help streamline this process for advisors and make it easier to find the best-fit ETFs for their client’s portfolios.

Are You An Advisor?

We would love to better understand how you are currently screening for ETFs. In return for your feedback, we will provide you with 1 free month of access to our ETF screening tools and a special discount code for 50% off the first year for a subscription to our portfolio construction tools.

 

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Scott McKenna

Scott McKenna

Scott McKenna leads marketing for Logicly, the leading investment research and portfolio analytics tools for financial advisors

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