At LOGICLY, we empower and inspire confident outcomes.

LOGICLY is a technology-enabled platform that allows advisors and investment professionals to save time and money when it comes to investment research, portfolio construction, and monitoring. We use AI and data analysis to keep track of day-to-day market moves, portfolio performance, and bigger-picture issues, such as risk management, compliance, and thematic trends.

The LOGICLY Portfolio Coach is an AI-powered solution that simplifies and automates portfolio management. Portfolio Coach monitors and assesses actual client accounts, offering advisors the ability to control and measure the outcomes to which their models are geared.