Our continuous innovation of the LOGICLY platform makes it easier and simpler for advisors like you to work every day. That's how we empower and inspire confident outcomes.
December 2021
Enhancements
Save Results functionality is now available. Users can save results within different apps in the platform, along with notes, capturing key information from client conversations relevant to the results. The snapshots of saved results are available in the History section, and results can be loaded into the app with the ability to click through different tabs of the results, where appropriate.
Portfolio History section that serves both compliance and portfolio integration purposes. The history shows all portfolio updates, starting with the most recent. A historical portfolio can also be loaded into Portfolio Analysis. Compliance processes are strengthened by establishing an audit trail of all daily portfolio updates. Providing an archival process to review all portfolio changes augments compliance efforts by documenting any changes to portfolios that advisors may be reviewing with clients.
Document Center now stores all PDFs generated by the user for easy access in the future and reviewing the audit trail. The documents are available in the Documents section under the Account menu.
Fund Screener now allows selecting the appropriate currency to display with the results. The available currencies are USD, EUR, GBP, CHF, CAD, JPY. Selection of a currency in Fund Screener will now show Screener results with the relevant data rebased from USD to the selected currency.
Security Overview page will now show both the Fund AUM in USD and the Fund AUM in the Listing Currency when the currency is not USD.
PDF Reports have been enhanced with better layouts, color and font improvements, and support for wide tables.
Fixes
Improved loading times across various apps on the platform
Fixed a bug causing a crash when loading certain tickers in Security Overview
Fixed bugs resulting in incorrectly sorted numbers in some applications
Fixed a bug with incorrectly rendered pie charts in Portfolio Analysis
