Skip to content
  • Clients
    • Financial Advisors
    • Registered Investment Advisors
    • Compliance Teams
    • Independent Broker Dealers
    • ETF Issuers
    • Asset Managers
    • Financial Institutions
    • Hedge Funds
  • Solutions
    • Custom & Direct Indexing
    • Build and Manage Portfolios
    • Generate Proposals
    • Fiduciary & Reg BI Compliance
    • Traditional & Alternative Data
    • Global Fund Analytics & Flows
    • API, iFrame, & Private-Label Solutions
    • Custom Solutions
  • Products
    • LOGICLY Research Platform
    • BASE for Advisors
    • CORE – Portfolio Analysis
    • Portfolio Coach
    • LOGICLY Alternative Data
    • LOGICLY API
  • Company
    • About Us
    • Careers
  • For Advisors
    • Advisor Institute
    • LOGICLY Blog
    • Advisor Spotlight
    • Videos
    • Market Research & Analysis
    • Shared Perspectives
    • Speaking LOGICLY Podcasts
    • Webinars
    • Product Notes & Information
    • Company News
  • Login
Menu
  • Clients
    • Financial Advisors
    • Registered Investment Advisors
    • Compliance Teams
    • Independent Broker Dealers
    • ETF Issuers
    • Asset Managers
    • Financial Institutions
    • Hedge Funds
  • Solutions
    • Custom & Direct Indexing
    • Build and Manage Portfolios
    • Generate Proposals
    • Fiduciary & Reg BI Compliance
    • Traditional & Alternative Data
    • Global Fund Analytics & Flows
    • API, iFrame, & Private-Label Solutions
    • Custom Solutions
  • Products
    • LOGICLY Research Platform
    • BASE for Advisors
    • CORE – Portfolio Analysis
    • Portfolio Coach
    • LOGICLY Alternative Data
    • LOGICLY API
  • Company
    • About Us
    • Careers
  • For Advisors
    • Advisor Institute
    • LOGICLY Blog
    • Advisor Spotlight
    • Videos
    • Market Research & Analysis
    • Shared Perspectives
    • Speaking LOGICLY Podcasts
    • Webinars
    • Product Notes & Information
    • Company News
  • Login

Product Updates,

Financial News & More

From LOGICLY

Women, Millennials and Financial Planning
Shared Perspectives

Women, Millennials, and Financial Planning

Read More
Product Notes & Information

How to use one of Wall Street’s best-kept secrets

Read More
AI empowers financial advisors to customize portfolios for each client and scale the advisory business faster.
Shared Perspectives

Using AI to Achieve Confident Outcomes

Read More
LOGICLY is key advisor tech, empowering advisors during times of inflation.
Videos

Empowering Advisors During Times of Inflation

Read More
Shared Perspectives

$760K reasons to comply with Reg BI

Read More
Shared Perspectives

Volatility’s Comeback: A Deep Dive into Different Measures of Risk

Read More
Security Overview now shows flows for any ETF across any time period, giving financial advisors more data supporting investment decisions for clients.
Product Notes & Information

See ETF Flows in Security Overview

Read More
Shared Perspectives

Thematic Fund Investing

Read More
Product Notes & Information

Use the Tax App to Increase Tax Efficiency

Read More
Product Notes & Information

How to Use Tax Alpha to Add After-Tax Value

Read More
« Previous 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Next »

Subscribe for updates.

Complete and powerful investment analytics platform.

Phone: 929-333-3023

Linkedin-in Twitter Envelope

Links

  • Platform
  • About
  • Reviews
  • News
  • Podcasts
  • Sign In

Subscribe for Updates

Recent Posts

Recent Posts
  • 5 Must-Know Strategies for Mastering Tax Season
  • Solving the Challenges of Regulatory Compliance for Advisors
  • 5 Ways to Implement ESG Investing into Your Practice
  • Investing in China’s Future: Opportunities and Risks
  • The 5 Keys to a Successful Advisor-Client Relationship

Copyright 2022 © Privacy Policy Terms of UseDisclaimer