Logicly
Financial Software · New York, United States · 11-50 Employees
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Overview
Headquarters
80 Nassau St Apt 404, New York City, New...Phone Number
(929) 333-3023Website
logicly.financeRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Logicly
LOGICLY is an investment portfolio analytics platform designed to streamline investment workflows for financial advisors, registered investment advisors, compliance teams, independent broker dealers, ETF issuers, asset managers, financial institutions, and hedge funds. The platform offers comprehensive portfolio management capabilities, real-time alerts, and advanced analytics to enhance investment decision-making and client outcomes. LOGICLY provides tools for custom and direct indexing, portfolio construction, and compliance, along with integration options for seamless use. By automating day-to-day portfolio management tasks, LOGICLY empowers clients to focus on delivering personalized services and achieving their financial goals.Explore more
Logicly Org Chart
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Logicly Tech Stack
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Logicly News & Media
Axos Invest Launches FundFinder+ with LOGICLY Tool Designed for Self-Directed Investors
SAN DIEGO--(BUSINESS WIRE)--Axos Invest has announced the launch of its latest free investor insight tool, FundFinder+ featuring LOGICLY. Designed to mimic the same tool financial advisors use to determine investment products for their clients, it’s a powerful duo that blends sophisticated screening capabilities with the fund selection opportunities of Axos Invest. Self-directed investors now have unfiltered, unbiased, and objective access to detailed fund information, direct from some of the cLOGICLY Announces No-Cost Subscription Tier for Financial Advisors
NEW YORK--(BUSINESS WIRE)--LOGICLY, a U.S. fintech company and leading provider of analytics and portfolio tools to the wealth management industry, today announced the rollout of a subscription tier available at no charge. This new tier, BASE, gives the financial advice community direct access to investment data, research, and analytics tools typically reserved for institutions. “LOGICLY is committed to providing financial advisors and the clients they serve with investment research and analyti
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LOGICLY is an investment portfolio analytics platform designed to streamline investment workflows for financial advisors, registered investment advisors, compliance teams, independent broker dealers, ETF issuers, asset managers, financial institutions, and hedge funds. The platform offers comprehensive portfolio management capabilities, real-time a... Read More
