Find the Right Funds

Construct Stronger Portfolios

Improve Client Communication

A Powerful Resource for Financial Advisors

All analytic tools in the Logicly platform are made to simplify complex analytics and streamline your workflows to find the right funds for your clients portfolios quicker. We streamline the portfolio construction process by doing all of the heavy quantitative work, providing you with valuable insights to make better investment decisions. Any of the visuals in the platform can be exported to a customizable PDF report or excel, to allow you to leverage for communicating with your clients.

The Tools

Model

Marketplace

The ETFLogic Model Portfolio Marketplace is a centralized resource within our Logicly platform for financial advisors to explore investment strategies from top ETF issuers and third party strategists. Within our insights platform, advisors can view key model portfolio metrics and objectives.

Explore Model Marketplace