LOGICLY is sponsoring the first-ever Future Proof Conference and the team is excited to join others from Wealth Management and FinTech at the one and only Huntington Beach boardwalk in California, from September 11-14. Joining us at the event will be other key industry participants including financial advisors, asset and wealth management firms, tech innovators, social entrepreneurs, and more!
We invite our industry colleagues to visit LOGICLY at Booth# 307 (just to the left of the Social Audio Experiment Stage)!
Chat with Emil Tarazi, CEO & Founder, and the LOGICLY leadership team, about the future of the financial advisor community today. And how our LOGICLY platform gives advisors a competitive edge in overcoming the challenges of retaining and growing assets, while enhancing the client experience.
With LOGICLY BASE, you’ll get the investment data, research, and analytics for which other technology firms charge you thousands of dollars per year. We believe in knowing what you own and paying the right price. Put simply, transparency and low-cost.
Here’s what you can do with no-cost LOGICLY BASE:
- Get investment data and research covering ETFs, mutual funds, and stocks
- Identify advanced portfolio analytics supporting investment decisions
- Use portfolio tools to research and analyze client or model portfolios
Last, but not least, stop by Booth 307 to learn about Manny, our firm’s beloved mascot. Manny represents the manatee, an endangered animal, and LOGICLY’s contribution to manatee conservation efforts.
Here is a map of the Future Proof Conference:
We look forward to seeing our friends and colleagues!
We empower and inspire confident outcomes.