Logicly (formerly ETFLogic)

Logicly, operating under its legal name SigmaLogic, Inc. and formerly known as ETFLogic, functions as a financial technology firm that provides a sophisticated analytics and portfolio management platform for financial professionals. The company was founded in 2017 by Emil Tarazi and Dan Brodsky. Tarazi, who serves as CEO, leveraged over a decade of experience in financial markets, particularly in ETF trading and market-making at firms like UBS, HSBC, and Cantor Fitzgerald, to address a gap he identified for better analytics tools. The initial concept was to create tools for ETF issuers to navigate liquidity, but it soon became apparent that financial advisors needed the same data for portfolio construction, leading to the platform's evolution.

The company's core offering is a web-based platform that provides institutional-grade technology to financial advisors and asset managers. This service operates on a subscription-based model, generating revenue by giving users access to a suite of tools for investment research, portfolio analysis, and client reporting. The platform allows for in-depth analysis of various assets, including ETFs, mutual funds, and individual stocks, across dimensions like performance, risk, cost, and ESG factors. A key feature is the Portfolio Coach, which uses AI to monitor client portfolios against their investment policies and suggests actions to maintain alignment, effectively streamlining the management process. This enables advisors to automate routine tasks, allowing more time for client relationship management and business development.

Logicly has progressed through several key milestones, including a $4 million seed investment from ETFS Capital in January 2019. A significant development occurred in February 2022 when TMX Group made a strategic minority investment, which followed a collaboration to launch TMX LOGICLY in Canada in 2021. This journey culminated in an acquisition by VettaFi, a data and analytics provider, which was completed in April 2023. This acquisition integrated Logicly into VettaFi's broader suite of solutions, aiming to enhance its offerings for a global client base of financial advisors and asset managers.

Keywords: Logicly, ETFLogic, Emil Tarazi, financial advisor tools, portfolio management software, investment analytics, wealth management technology, fintech, ETF analysis, portfolio optimization, risk analysis, ESG analytics, TMX Group, VettaFi, asset management, financial data, portfolio construction, investment research, client reporting, mutual fund analytics