Logicly
Curated by SignalPortfolio management platform optimizing investment strategies for wealth managers.
Overview
Logicly is a portfolio management platform aimed at wealth managers within the fintech sector. The platform focuses on optimizing investment strategies and improving client outcomes. It employs advanced technologies, including artificial intelligence and machine learning, to analyze market data, evaluate risk, and identify investment opportunities that are customized for individual client profiles. Logicly offers various tools, such as LOGICLY CORE Portfolio Analysis, fund screener tools, and data APIs, which support real-time analytics and compliance with regulatory standards. The platform is designed for registered investment advisors, independent broker-dealers, and asset managers, with the goal of streamlining portfolio management processes and enabling advisors to provide data-driven advice.
Key facts
- Founded
- 2017
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 11 products and services
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Contact
- Primary office
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- Phone
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