NEW YORK–(Business enterprise WIRE)–LOGICLY, a U.S. fintech business and main supplier of analytics and portfolio resources to the prosperity management business, currently declared the rollout of a membership tier offered at no charge. This new tier, Foundation, presents the money assistance local community immediate accessibility to expense details, investigation, and analytics equipment generally reserved for institutions.
“LOGICLY is dedicated to offering money advisors and the clientele they provide with investment investigate and analytics applications used by institutions, and at an economically smart entry place,” claimed Emil Tarazi, CEO and Co-Founder of LOGICLY. “As an sector leading FinTech enterprise, we’re fired up to carry the unique analytics and portfolio applications our staff has built to the monetary advisor community. With our no-charge Foundation tier, we empower our buyers with far better information and analytics which indicates they can do much better for their clients. And empowering and inspiring assured results is what drives us.”
The fiscal advisor group works by using LOGICLY’s suite of equipment, such as the just one-of-a-variety Portfolio Mentor, to meet raising need for transparency from customers and link a client’s financial commitment coverage statement to outcomes. Advisors attain a aggressive edge with wise, timesaving, AI-run tech that simplifies and automates portfolio management. LOGICLY instruments provide day-to-day monitoring and actionable alerts tailored to each client’s IPS, tax-aware rebalancing, seamless custodian integrations, lively trade suggestions, and compliance audit trails. Portfolio Mentor also offers advisors and corporations with the flexibility to use a personalized index or design portfolio alternatively of usual benchmarks.
ETFLogic integrates with a rising selection of custodians to seamlessly carry account and tax-large amount information into LOGICLY. In mix with LOGICLY’s Portfolio Examination, you can seamlessly assess portfolio overall performance and holdings. Financial institutions and other fiscal institutions that supply self-directed brokerage products and services use LOGICLY to offer you clientele greater transparency in figuring out what they very own, paying the ideal selling price, and leveraging current merchandise to continue to be on track.
Find out additional about LOGICLY membership deals in this article: https://logicly.finance/subscription-plans/.
About LOGICLY / ETFLogic
ETFLogic is a U.S.-based fintech company and supplier of LOGICLY, the main expenditure analysis, analytics, and portfolio administration tools and options to the fiscal advisor neighborhood, RIAs, Broker Dealers, Asset Managers, Financial Institutions, ETF Issuers, Compliance Groups, and Hedge Resources. LOGICLY provides global ETF and fund info across a comprehensive universe of cash, supplying advisors a competitive advantage with powerful, institutional-grade know-how that streamlines investigation and analytics, and automates portfolio administration. LOGICLY also presents money institutions by means of API, iFrame, widgets, or customized development a way to produce self-directed alternatives concentrated on ETFs, mutual money, and unique stocks to a retail shopper base. Headquartered in New York, ETFLogic serves a various and intercontinental customer foundation. For a lot more data about ETFLogic/LOGICLY, check out our website at https://logicly.finance/. Follow LOGICLY on LinkedIn at https://www.linkedin.com/showcase/logicly-platform/ and Twitter at https://twitter.com/InvestLogicly.
