Logicly (from ETFLogic)

Integration Name:

Logicly

Integration Type:

Investment Research

Setting up the integration:

Select Redtail from the Integrations area of Logicly and enter your Redtail credentials and click "Login" to establish the integration:

Integration functionality:

The integration will allow Redtail users SSO (Single Sign-On) access to Logicly investment and portfolio analytics. Once in Logicly, advisors will be able to pull desired portfolio holdings directly from their Redtail accounts into Logicly's portfolio analysis tools. 

Logicly resources:

Website

Blog

If you are looking for more Investment Research Software, click here!