How to get LOGICLY today
Choose your plan
Get access to powerful tools and analytics.
15% off with Annual Subscription
Advisor
5/5
Contact
for more information
- Security Overviews
- Fund Screeners
- Global ETF Flows
- Portfolio Building Tools
Portfolio Analysis, Comparisons, Model Marketplace
- Custom Client Report Generator
- Custom Portfolio Data Integrations with major custodians & other platforms
A Great Deal!
Advisor + Portfolio Coach
5/5
Contact
for more information
- Advisor +
- Monitoring client portfolio investment policies
Asset allocation, risk, costs, income, ESG and tax
- Automatic alerting when portfolios deviate from policies
- Suggestion engine to get portfolios back in line with policies
- Trade list generation
Ideal for ETF Issuers, Traders, Portfolio Managers
Enterprise
5/5
Contact
for more information
- Advisor + Portfolio Coach +
- Performance Attribution
- Trading Tools
Truliquidity, Tick Data Analysis
- Custom Datasets & APIs
Easy ways to get LOGICLY
LOGICLY offers three subscription options to meet the varying needs of the financial advisor community.
- BASE gives advisors a quick start using LOGICLY
- CORE adds key portfolio analytics that advisors use to make smarter, faster decisions
- PORTFOLIO COACH frees up an advisor’s time by simplifying and automating portfolio management
LOGICLY BASE
Plug-n-play access to powerful investment data, research, and analysis tools
Data & Research
- Use any criteria to filter the universe of ETFs and funds
- View heatmap of US ETFs by sector and theme
- Uncover top and bottom trending ETFs worldwide
- See ETF inflows and outflows
- Set up and monitor watchlists
- Compare two or more ETFs or mutual funds
- Review portfolio diversification at stock level
- View tax loss analysis of ETFs & potential replacements
- See true cost of ownership for ETFs and funds
Advanced Portfolio Analysis
- View chart of stock and peers against various criteria
- Candlesticks, lines, and bar charts
- See overlap of holdings and correlation between securities
- View performance attribution of ETF and benchmark
- Shows ability to trade ETF against peer group
- Get bid/ask quotes from executed trades
Portfolio Tools
- Upload portfolios for research and analysis
- Deep dive into key portfolio metrics
- See all custodian-integrated client portfolios
- Research model portfolios to meet any allocation strategy
LOGICLY CORE
Institutional portfolio analysis for smarter, faster investment decision-making
Includes ALL BASE benefits, plus:
- Evaluate proposed portfolios over time
- Identify market cap, sector & other exposures
- See top holdings and recent performance
- Identify allocation, selection, & interaction effects
- Snapshot of volatility, downside volatility and VaR
- View theoretical returns based on levels of confidence
- See how each security affects portfolio risk
- View how costs affect each portfolio
- Uncover ideas for optimizing portfolio returns
- View impact of fundamental & technical factors
- Get rebalancing trades for tax loss harvesting ideas
- See ESG scores and flags for portfolios & securities
- View portfolio income sources to adjust where needed
- Build, adjust, and optimize portfolios
- Compare current & proposed client portfolios
LOGICLY PORTFOLIO COACH
AI-powered solution that personalizes portfolio management for each client
Includes ALL CORE benefits, plus:
- Tax-aware portfolio rebalancing
- Real-time monitoring & alerting
- Seamless custodian integration
- Portfolio alerts for ESG, allocation, and more
- Custom benchmarking and direct indexing
- Link IPS to client accounts at custodian
- Get active trade recommendations
- Research and back-test portfolios
- Compliance audit trail
