Generate Proposals

Faster research. More proposals.

When crafting investment proposals for clients, financial advisors do extensive research to find the optimal selections. Researching the vast global marketplace can be a daunting task without the right tools.

LOGICLY gives advisors institutional-caliber tools to quickly scour the full universe of fund choices. With a few clicks, advisors can build a list of investment candidates to include in client proposals. Show an array of key metrics, like cost, risk, and performance to inform clients and make better decisions.

That’s how we empower and inspire confident outcomes.