The partnership provides the financial advisor community with unique access to fiduciary tools including investment research, portfolio analytics, and advanced risk tolerance capabilities.
May 12, 2022 (New York, NY) – LOGICLY, a U.S. fintech company and leading provider of analytics and portfolio tools to the wealth management industry, today announced that it formed a strategic partnership with Tolerisk, a cloud-based, fiduciary caliber risk tolerance assessment technology for financial planners and investment advisors. The partnership will offer the financial advisor community access to a suite of solutions that strengthen the fiduciary relationship advisors have with clients.
LOGICLY and Tolerisk are co-hosting an exclusive web event on Wednesday, May 18, 2022, at 4pm EST. To attend the event, register here.
“Partnering with Tolerisk furthers our mission to make investment customization simple and automated,” said Emil Tarazi, CEO and Co-Founder of LOGICLY. “Our Tolerisk partnership helps connect client risk profiling to actual customized portfolio implementation, leading to better portfolios. Empowering and inspiring confident outcomes is what drives us.”
“We’re thrilled to partner with LOGICLY, a firm that shares our vision to provide fiduciary-focused solutions to financial advisors,” said Mark Friedenthal, Founder & CEO of Tolerisk. “In our industry, there’s no shortage of technology available to financial advisors. We’re proud to offer a premier, advanced risk solution to advisors that complements the fiduciary level of service they provide. Partnering with LOGICLY gives our clients the opportunity to further augment their ability to act in the best interests of their clients.”
The financial advisor community uses LOGICLY’s suite of tools, in particular PRO, which includes the one-of-a-kind Portfolio Coach, to meet increasing demand for transparency from clients and connect a client’s investment policy statement to outcomes. With Portfolio Coach, advisors gain a competitive edge with smart, timesaving, AI-powered tech that simplifies and automates portfolio management. LOGICLY tools provide daily monitoring and actionable alerts tailored to each client’s IPS, tax-aware rebalancing, seamless custodian integrations, active trade recommendations, and compliance audit trails. Portfolio Coach also provides advisors and firms with the flexibility to use a custom index or model portfolio instead of typical benchmarks.
LOGICLY integrates with a growing number of custodians to seamlessly bring account and tax-lot information into the platform, supporting year-round tax loss harvesting activities. In combination with LOGICLY’s Portfolio Analysis, advisors can seamlessly analyze portfolio performance and holdings. Banks and other financial institutions that offer self-directed brokerage services use LOGICLY to offer clients greater transparency in knowing what they own, paying the right price, and leveraging existing products to stay on track.
Advisors can receive 10% off a Tolerisk subscription by mentioning “LOGICLYAdvisor” during signup.
LOGICLY is a U.S.-based fintech company and provider of the leading investment research, analytics, and portfolio management tools and solutions to the financial advisor community, RIAs, Broker Dealers, Asset Managers, Financial Institutions, ETF Issuers, Compliance Teams, and Hedge Funds. LOGICLY delivers global ETF and fund data across a complete universe of funds, giving advisors a competitive advantage with powerful, institutional-grade technology that streamlines research and analytics, and automates portfolio management. LOGICLY also offers financial institutions via API, iFrame, widgets, or custom development a way to deliver self-directed solutions focused on ETFs, mutual funds, and individual stocks to a retail client base. Headquartered in New York, LOGICLY serves a diverse and international client base. For more information about LOGICLY, visit our website at https://logicly.finance/. Follow LOGICLY on LinkedIn at https://www.linkedin.com/showcase/logicly-platform/, and Twitter at https://twitter.com/InvestLogicly.
TOLERI$K is the leader in Fiduciary-Caliber Risk Tolerance Assessment technology for Investment Advisors. TOLERI$K is used by Advisors in wealth management, financial planning, and employer-sponsored retirement plans. TOLERI$K provides a simple and flexible user interface, allowing advisors cloud-based access to a variety of solutions to fit each unique client, prospect, or plan participant’s needs and goals. Harnessing traditional fixed-income mathematics, TOLERI$K provides a deep analytical output expressed in an extremely simple and easy-to-understand format. For more information, visit www.tolerisk.com.
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