We hear from advisors that they use LOGICLY to overcome client concerns about inflation and market volatility.
In this short video, Andrew Unthank walks through how financial advisors use LOGICLY to connect with clients in telling the story about their portfolios and how they can position to beat inflation concerns. Andrew demonstrates how the Tax App, available in LOGICLY Core, gives advisors and clients tax aware strategies, from loss harvesting (or creating tax assets) across tax lots, to strategies to use across the portfolio or household of portfolios.
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