michael.pendergrass
Acronym
LOGICLY
Product ID
LOGICLY-PRO
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Description
AI-powered solution that simplifies and automates portfolio management.
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Details
- The LOGICLY Tax App simplifies a complex task for advisors. Identify relevant Tax Loss Harvesting opportunities and potential replacement securities within the IPS, while avoiding wash sale rule issues. Create trade tickets to send for execution.
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- Lightning-fast tools to filter a global universe of ETFs and funds against any criteria. Filter for equity/fixed income, asset class, sector, market cap. Find trading and quant stats like volatility, expenses, returns, and flows over numerous periods.
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- Get automated alerts across six IPS categories, including asset allocation. Other policies: Cost, Risk, Yield, ESG, & Taxes. See policy drift and get trade recommendations for tax aware rebalancing, with replacement ideas. Create & send trade tickets.
Features
AI-powered solution that simplifies and automates portfolio management:
- Integration offers real-time monitoring & alerting
- Tax-aware portfolio rebalancing with loss harvesting ideas
- Get active trade recommendations and audit trail
Vendors
Management Style
Schwab Products
Section
Solution