ETFLogic
Designed for investment professionals, LOGICLY enhances research and analysis efficiency. It features advanced portfolio management tools, real-time alerts, and customizable simulations. Users can optimize performance, manage risk, and align with ESG goals, while easily exporting visuals for client discussions. Its API-driven approach enables seamless integration into existing platforms.
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Top ETFLogic Features
- Comprehensive portfolio management
- Real-time alerts
- Advanced analytics
- Portfolio optimization features
- Tax loss harvesting
- Customizable PDF reports
- Point-and-click analytics access
- Institutional-caliber analytics
- Policy alerts and notifications
- Audit trail generation
- Asset allocation customization
- Global ETF and mutual fund screener
- Overlap and correlation analysis
- Performance attribution tools
- API-driven integration
- Seamless website integration
- Custom tools development
- Client-specific simulations
- Rebalancing notifications
- Cost and risk analysis
