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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.
Product Description
About this Product
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
About LOGICLY
LOGICLY is a leading provider of analytics and portfolio tools to the wealth management industry.
LOGICLY BASE gives financial advisors direct access to investment data, research, and analytics tools often reserved for institutions. With CORE, advisors get advanced portfolio metrics like performance, risk, factors, income, ESG, and more.
The financial advisor community uses LOGICLY’s suite of solutions, including PRO, which offers one-of-a-kind Portfolio Coach tools to meet increasing demand for transparency from clients with smart, timesaving, AI-powered tech that simplifies and automates portfolio management.
LOGICLY provides daily monitoring and alerts tailored to each client’s IPS, tax-aware rebalancing, active trade recommendations, and compliance audit trails. PRO gives advisors and firms with the flexibility to use a custom index or model portfolio instead of typical benchmarks.
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.