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Logicly Announces Integration with Top CRM Software

Category: Press Release

NEW YORK, March 9, 2021 /BUSINESS WIRE/ (original press release here)  — Logicly, the investment analytics platform from ETFLogic, has announced an integration with Redtail Technology (“Redtail”), the leading CRM technology provider for financial advisors, Logicly is a resource for financial advisors to streamline investment analytics and portfolio tools. This integration will enable Logicly users to access their investment and portfolio analytics tools with single sign-on, using their Redtail credentials.

“We are excited to be offering advisors the ability to easily manage client accounts through their Redtail CRM workflows,” said Dave Connor, VP of Advisor Growth at Logicly. “Redtail makes up the highest percentage of our advisor’s CRM usage, so it makes perfect sense to integrate our technologies. By integrating with Redtail, advisors will have a simplified process for navigating accounts with an easy-to-use platform.”

Logicly provides advisors with three main abilities: improving portfolio construction, simplifying client communication, and streamlining investment research. Ultimately, the platform helps advisors eliminate some of the tedious tasks of portfolio management and simplifies complex data points to allow advisors to spend more time focusing on their clients. Advisors being able to access this technology within their Redtail CRM system makes this process even easier and saves even more time.

As a result of the integration, advisors are able to pull portfolio holdings directly from their Redtail accounts into the Logicly portfolio analysis tools. Additionally, it will allow advisors to easily access investment analytics while utilizing Redtail’s low cost and easy-to-implement applications.

“One of Redtail’s goals is to make the lives of our clients easier through streamlined technology and processes,” said Brian McLaughlin, CEO of Redtail Technology. “We are happy to partner with Logicly to allow easier access to portfolio data and analytics to advisors across our two platforms.”

Since launching in January 2020, Logicly has been a resource for financial advisors to streamline investment analytics and portfolio tools. In that time, Logicly has built over ten different analytics tools and recently expanded from ETFs to single stocks and mutual funds coverage. Logicly has quickly grown as a preeminent resource for advisors, and the integration with Redtail creates an opportunity for deepened client relationships, better client service, and greater value for both client and advisor.

Financial advisors interested in using the Redtail to Logicly integration can request a free trial of the Logicly platform at app.logicly.finance/signup.

About ETFLogic

ETFLogic is the leading ETF technology company, providing analytics and portfolio tools to ETF issuers, institutions, and financial advisors to provide better transparency and education throughout the ecosystem. Started in 2017 by former market makers and traders, ETFLogic has developed solutions for the global ETF ecosystem to provide greater transparency and simplify complex quantitative processes. Our solutions include our web-based Logicly analytics platform, in addition to customized ETF datasets and custom built analytic solutions. ETFLogic is headquartered in New York City, but operates at a global scale across North American, European, Australian, and Asian markets. For more information about ETFLogic, go to https://www.etflogic.io.

About Logicly

Logicly by ETFLogic is the leading analytics tool for financial advisors, streamlining investment research and portfolio construction workflows and simplifying complex data into easy visuals to get right to the essential insights for portfolio management and to share with clients. Learn more at https://logicly.finance.

About Redtail Technology

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in CaliforniaArizona and Georgia. For more information, visit www.redtailtechnology.com.

SOURCE BUSINESS WIRE