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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:

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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. 

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Logicly resources:

Website

Blog

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

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