How to get LOGICLY today

Choose your plan

Get access to powerful tools and analytics.

15% off with Annual Subscription

Advisor

5/5

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for more information

Portfolio Analysis, Comparisons, Model Marketplace

A Great Deal!

Advisor + Portfolio Coach

5/5

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for more information

Asset allocation, risk, costs, income, ESG and tax

Ideal for ETF Issuers, Traders, Portfolio Managers

Enterprise

5/5

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for more information

Truliquidity, Tick Data Analysis

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

Data & Research

Advanced Portfolio Analysis

Portfolio Tools

LOGICLY CORE

Institutional portfolio analysis without institutional overhead

All BASE benefits, plus:

LOGICLY PORTFOLIO COACH

AI for advisors who manage portfolios

All CORE benefits, plus: