Streamline investment workflows and reducing the time required to create a strong investment outcome for your clients. The Logicly platform provides valuable insights in a few simple clicks – no more disjointed portfolio construction workflows and excel sheets.
Dive deep into key portfolio metrics at the constituent level, such as portfolio performance, risk, costs, factors, and even ESG.
Explore ways to improve investment outcomes for your clients using our portfolio optimization features to improve performance, lower cost and risk, better meet client’s ESG goals, and even harvest tax losses.
All visuals in the platform can be exported to a customizable PDF report or excel, to allow you to discuss outcomes with your current clients and propose new investment decisions with your prospects.