ETFLogic

ETFLogic

Comprehensive platform for streamlining investment workflows with portfolio analytics and management tools.

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LOGICLY is a web-based analytics and portfolio management platform tailored for financial advisors. It addresses the gap in the analytics market, particularly around ETF liquidity, by providing tools for distribution and capital markets teams at ETF issuers. The platform empowers advisors to automate their daily portfolio management tasks, enhancing their ability to create strong investment outcomes for clients. LOGICLY's features include portfolio visualization, customizable PDF and Excel report exports, and an audit trail for every decision made. The platform serves financial advisors and ETF issuers, operating in the investment management market. LOGICLY generates revenue through subscriptions to its analytics platform, offering a complete suite of tools designed by experts to simplify investment management. Keywords: investment, portfolio, analytics, management, advisors, ETF, liquidity, automation, workflow, platform.

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