David Connor's Contact Details

David Connor's Company Details

ETFLogic

, New York, United States • 11 - 50 Employees
Financial Services

We empower and inspire confident outcomes. We think LOGICLY. We empower and inspire confident outcomes with products that are user-friendly, easy to use, and intuitive. LOGICLY, powered by ETFLogic, gives financial advisors a new way to differentiate their business. Shift your focus to finding and managing client relationships instead of time-consuming tasks like portfolio management. With LOGICLY, advisors gain a competitive advantage with powerful, institutional-grade technology that streamlines research and analytics, and automates portfolio management. Quickly uncover stock, ETF, and fund opportunities. Produce clean, visually appealing client reports. Simplify investment management with Portfolio Coach by creating customized client portfolios in less time than ever. If you outsource portfolio management, you can use LOGICLY for independent oversight. Monitor the manager to make sure that investments align with client investment policies. Free up your time to uncover new opportunities, manage client relationships, reduce risk, and increase the value of your business. Meet increasing client expectations while personalizing the service you deliver. Inspire confidence with our LOGICLY platform and portfolio management products.