Tool once reserved for financial advisors is now offered to the public for free
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 country’s leading asset management companies.
“Investors can use FindFinder+ to identify the specific funds that match their unique investing goals, then drill into LOGICLY data for all the inside investor knowledge on fund details and performance for a full 360-degree picture of any asset”
“Axos Invest is committed to bringing together an array of powerful, streamlined personal investing tools to help DIY investors build the portfolio they want on their own terms,” said Axos Invest Senior Vice President Tracy Gallman. “With FundFinder+ with LOGICLY, we feel Axos Invest has taken a huge step in that direction.”
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FundFinder+ helps investors of all experience levels search for, identify, and research thousands of mutual funds and ETFs, bringing precision and clarity to their overall investment strategy in one location. Highlighted firms in the tools include: Franklin Templeton, Shelton Capital Management, Dana Investment Advisors, Meeder, Bitwise, VanEck, Genter Capital Management, Simplify. Axos further optimized FundFinder+ with the integration of LOGICLY, a previously separate platform offering deeper analytics and portfolio construction data so users can better scale, personalize, monitor, and manage all of their assets.
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“Investors can use FindFinder+ to identify the specific funds that match their unique investing goals, then drill into LOGICLY data for all the inside investor knowledge on fund details and performance for a full 360-degree picture of any asset,” said Axos Invest Senior Vice President Tracy Gallman. “Combined, these tools offer a comprehensive path for portfolio construction that fits each investor like a tailored glove.”
The launch of FundFinder+ with LOGICLY adds to Axos Invest’s growing collection of free customer account management and insight resources, including Axos Invest’s Investing Evolved℠ podcast as well as their new webinar series. The monthly podcast gives self-directed investors a quick handle on current market conditions as well as access to industry experts to better educate themselves on investing options they can apply to their own portfolios.
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