TMX Logicly
An Easy-to-use,
ETF-first platform
Streamline investment research, asset allocation, portfolio construction, client reporting, and track deviations from KYC mandates with TMX Logicly, the complete ETF and mutual funds analytics platform for financial advisors, portfolio managers, and research teams.
ETF Innovation Starts Here in Canada
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.
Deep Analytics
Make better, more informed decisions. Cut through marketing and see the facts.
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.
Ensure regulatory requirements are met
Intelligently designed workflow tools help you transition from research to portfolio construction to client presentation seamlessly.
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'.
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:
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