And not all firms have the same needs. Some are growing a client base, one client at a time. Others are building by adding financial advisors and their clients. 

LOGICLY’s Custom Solutions assist firms with building a fantastic client experience around an unmatched, industry-leading dataset. From financial institutions building a self-directed platform to independent broker dealers and RIAs looking to offer more to advisors, we have the data and software development chops to bring your vision to life. By following Agile development, we move fast. And our rigorous Quality Assurance makes sure it works.