michael.pendergrass
Acronym
ETFLogic
Product ID
Logicly
Description
Logicly streamlines investment research and portfolio workflows for advisors with an all-in-one analytics platform.
Images
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Details
- Streamline investment research and portfolio construction with an all-in-one analytics solution.
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Details
- Find the right stocks, funds, or model portfolios using intuitive screeners and advanced charting capabilities.
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Details
- Pull in Schwab portfolio holdings and dive deep to analyze diversification, performance, risk, cost, factors, and even ESG and tax optimization.
Features
Logicly streamlines investment research and portfolio workflows for advisors with an all-in-one analytics platform.
- Find the right funds or model portfolios
- Construct and analyze portfolios
- Improve client communications
Vendors
Management Style
Schwab Products
Section
Solution