FinlogiK

FinlogiK is an online platform provided by FinlogiK that offers cost-effective tools and automated services to the investment industry. According to the vendor, this platform aims to streamline processes and embrace disruptive innovations. It caters to a wide range of clients, including family offices, global investment managers, industrial treasuries, and self-directed firms. The product is utilized by professionals in various industries such as investment managers, financial advisors, wealth managers, family offices, and institutional investors, with the goal of optimizing investment strategies while reducing costs.

Key Features

Modular & Integrated Investment Engineering: Collaborate with asset managers to design and manage efficient low-cost investment solutions suitable for both retail and institutional investors, optimizing investment strategies while reducing costs.

Powerful Analytics: Access analytical dashboards with benchmarking, reporting, and large-scale data processing tools, enabling investors and investment managers to assess portfolio risk, exposure, and performance. According to the vendor, these analytics provide comprehensive data analysis capabilities for informed decision-making.

Multi-Assets: Manage various financial instruments, including stocks, futures, options, fixed income, money market, foreign exchange, fund units, and interest rate derivatives. This feature enables investors to manage a diverse portfolio of financial assets and provides flexibility in handling different types of financial instruments.

Self-Directed Investing: Utilize an online portal for self-directed investment firms, integrating social-based tools and automated portfolio (robo-advice) technologies, empowering investors to have more control over their investment decisions.

Compliance: Employ cross-market compliance technology for real-time multi-account surveillance, ensuring market participating firms comply with regulatory requirements and efficiently monitor and report compliance activities.

Execution: Partner with leading execution firms to provide investment managers with transparent and low-cost market access services, offering advanced automation and superior execution capabilities for efficient and reliable execution of investment orders.

Smart Algorithmics: Leverage advanced financial models and automated algorithms to empower investment managers and self-directed customers with high-value advisory services on portfolio allocation and money management. According to the vendor, this feature provides state-of-the-art investment optimization for investors of all sizes.

Accessibility: Leverage existing devices and allow users to monitor their accounts on any connected device, providing convenient access to investment information and account management, enabling users to make informed investment decisions from anywhere, anytime.

Technology: Utilize hybrid cloud-based technologies from Microsoft Azure and Amazon AWS, offering scalability, reliability, and security through cloud computing. This technology allows businesses to focus on their core operations while leveraging efficient technology infrastructure.