ETFLogic expands LOGICLY platform

ETF portfolio analytics provider ETFLogic has made new additions to its Logicly platform, which include deeper integrations with wealth management partners, mutual fund support, and advanced charting capabilities.

Since its launch in January 2020, Logicly has offered financial advisors a comprehensive solution which streamlines ETF screening and portfolio analysis workflows. As an all-in-one solution, users are able to move seamlessly from the investment research and fund discovery processes to portfolio construction and analysis. The most popular tool on the platform is portfolio analysis, which provides an unbiased look into portfolios across dimensions: performance, risk, cost, factors, ESG and more. 

The latest additions to portfolio analysis now include a secure API integration to connect to your investment accounts and retrieve the latest positions and transactions. The platform also provides users an ability to modify simulation parameters for fee overlays and custom benchmarks.

ETFLogic has also deepened its partnerships within the model portfolio marketplace, and now offers models from Wisdomtree Asset Management, Fidelity Investments, and Wilshire Associates, amongst other third party providers.

“Our continued work with advisors has focused the platform to provide tremendous value to investment workflows and ultimately build better customised portfolios,” says Emil Tarazi, CEO & Co-Founder of ETFLogic. “Logicly enhances the current investment process because one size does not fit all. Whether advisors leverage third party model providers or do their own portfolio management, we’re making it easier for them to invest logically on behalf of their clients.”