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TMX Logicly

Addressing CFR with Analytics

ETF Innovation Starts Here in Canada

Core Platform

TMX Group has always been at the forefront of the ETF industry globally. We are continuing this journey by offering data & analytics alongside AI-driven portfolio tools in our goal to help advisors grow their books of business through ETFs and generate wealth for all.

Discover what’s inside an ETF

Deep Analytics

Make better, more informed decisions. Cut through marketing and see the facts.

Optimize with ease

Your Own AI Powered Coach

You set the requirements and the AI powered Portfolio Coach works 24/7 on your behalf optimizing and monitoring your portfolios.

Analyze the ETF’s liquidity & trading profile

Ensure regulatory requirements are met

Intelligently designed workflow tools help you transition from research to portfolio construction to client presentation seamlessly.

HOW TMX LOGICLY HELPS WITH CLIENT FOCUSED REFORMS (CFR)

Don’t just get more data - get the right data - access our curated collection of data & analytics on every ETF, mutual fund, and single stock in Canada to really 'Know‑Your‑Products'.

HOW TMX LOGICLY HELPS WITH CLIENT FOCUSED REFORMS (CFR)

Research granular details of each product or single stock by drilling into Performance, Risk, Cost, Income, or ESG sections. This can be calculated on both the individual stock/product level AND the portfolio as a whole.

Your own AI-powered Portfolio Coach assists with suitability requirements by integrating with back-office providers to monitor portfolios daily and provide alerts when portfolios are out of alignment with factors or investment policies.

HELPING COMPLIANCE TEAMS IMPROVE EFFICIENCY AND OVERSIGHT

Benefits extend to compliance teams through:

1
'Firm Approved' tags for products
2
Full audit log of all reports created
3
Other customizations including disclaimers, locking benchmarks, and model portfolio sharing

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