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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
Advisor Institute
Shared Perspectives
Shared Perspectives
Investing in China’s Future: Opportunities and Risks
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Shared Perspectives
The 5 Keys to a Successful Advisor-Client Relationship
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Shared Perspectives
Get Prepared for Reg BI Enforcement in 2023
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Shared Perspectives
How Tax Loss Harvesting Can Help Investors Save Money Before Year-End
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Shared Perspectives
Can Advisors Keep Up with the Expectations of Younger Investors?
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Shared Perspectives
What Does Open Banking Mean for Fintech?
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Shared Perspectives
The Global Rise of ETFs from US to Europe
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Shared Perspectives
Crypto Crash: All Hands on Deck for Advisors
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Shared Perspectives
Welcome to the Internet: The Future of Twitter and Cryptocurrency
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Shared Perspectives
What Investors Should Do as Year-End Approaches
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Shared Perspectives
The Emerging Role of FinTech in War
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Shared Perspectives
What the CHIPs Act Means for Investors
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