LOGICLY Analytics Platform Adds Mutual Fund Support and Portfolio Reporting for Financial Advisors
Logicly, the leading ETF portfolio analytics platform for financial advisors developed by ETFLogic, has announced a significant addition to the platform with full support for mutual funds and single stocks. The team at ETFLogic has also added additional reporting capabilities to help advisors improve communication with clients about their investments. These latest additions make the Logicly platform one of the most comprehensive portfolio analysis tools on the market for financial advisors.
Since its launch in January 2020, Logicly has offered financial advisors an analytics solution that streamlines ETF investment research and portfolio analysis workflows. As an all-in-one solution, users can move seamlessly from the investment research and fund discovery processes to portfolio construction and analysis. The platform’s most popular tool is portfolio analysis, which provides an unbiased look into portfolios across dimensions such as performance, risk, cost, factors, ESG, and much more. The latest additions to portfolio analysis now allow advisors to pull in their mutual fund and single stock holdings to offer a more comprehensive overview of portfolios.
Along with the mutual fund support, Logicly has further enhanced the reporting capabilities to empower advisors to have an open conversation with their clients around investment decisions and outcomes.
“The addition of mutual fund support to Logicly is another step forward for us as we look to streamline portfolio workflows for financial advisors,” said Emil Tarazi, CEO & Co-Founder of ETFLogic. “These latest enhancements make the Logicly portfolio analysis tool the most comprehensive solution for financial advisors to get institutional grade analytics on their client’s investments.”