Registered Investment Advisors
Give your advisors both.
In an increasingly competitive environment, it’s more important than ever that your RIA has a winning value proposition. Having the independence to run an advisory business the way they want is important to your advisors, but so is the freedom to choose. That is, choosing technology that works for them, not the other way around.
Give your advisors access to technology that improves their productivity. With LOGICLY, your advisors can simplify, streamline, and automate portfolio management tasks, including research, screening, and construction. Less time spent on operations-type tasks means more time for finding new clients. More clients = more revenue for the RIA and the advisor. Now that’s a win-win!
Financial advisors must follow the fiduciary standard by acting in the best interests of each client. To do so, advisors need to connect a client’s IPS (Investment Policy Statement) to outcomes and manage each client’s portfolio to their stated objectives.
Overseeing this across the RIA is a challenge for compliance teams. By implementing LOGICLY, RIAs can use rules-based access controls to give compliance teams access to client portfolios and communication across the RIA and advisors access to only their clients. Ease the compliance burden with LOGICLY.