About FinlogiK
FinlogiK is a cloud-based financial software platform from FinlogiK [designed for portfolio managers]. It provides features such as a client portal, company information, contact options, and solutions overview so users can access vital information easily. The platform supports efficient management of investment portfolios with a focus on cost reduction and productivity improvement. By integrating essential tools, it helps users navigate the complexities of investment management while maintaining responsiveness and flexibility. Key capabilities: client portal company overview contact options solutions information user login Best for: portfolio managers that need a comprehensive solution for managing investments.
FinlogiK is a comprehensive investment management software designed to provide a modular, cloud-based solution for modern investment firms seeking efficiency, automation, and multi-asset coverage. Its primary value lies in delivering low-cost, highly integrated tools for portfolio management, trade execution, and real-time compliance, all accessible via a web-based interface on any connected device. The platform supports over fifty instrument types, from listed equities and fixed income to complex OTC products, allowing firms to manage diverse portfolios within a single system. Advanced algorithmic features and automated advisory capabilities enable portfolio allocation and robo-advisory services, reducing manual intervention and costs while providing sophisticated investment insights. FinlogiK also incorporates real-time compliance monitoring and multi-account surveillance, ensuring firms meet regulatory obligations instantly and maintain comprehensive audit trails. Analytical dashboards offer robust reporting, performance benchmarking, and risk assessment, allowing managers to make data-driven decisions efficiently. Built on a hybrid cloud architecture leveraging Microsoft Azure and Amazon AWS, the system combines scalability, reliability, and security with optional Windows deployment for integration into existing infrastructures.
Pros & Cons
- +Embedded algorithms offer high-value advisory and robo-advice capabilities.
- +Uses industry-leading AWS and Azure for reliability and economies of scale.
- −Detailed pricing information is not publicly disclosed.
- −The hybrid cloud/Windows deployment model may require more technical management than pure SaaS.
- −Emphasizes innovative solutions over specific case studies or user testimonials.
Features
Key features
- Modular and Integrated Platform
- Offers flexible, customized solutions by combining various integrated components.
- Advanced Smart Algorithmics
- Leverages financial models and automated algorithms for high-value advisory services and portfolio optimization.
- Multi-Asset Instrument Support
- Manages virtually all financial instruments, from simple listed securities to complex OTC products.
- Real-Time Multi-Account Compliance
- Provides cross-market technology for carrying out surveillance on multiple accounts instantly.
- Powerful Analytical Dashboards
- Offers tools for benchmarking, reporting, and large-scale data processing to assess risk, exposure, and performance.
- Hybrid Cloud-Based Technology
- Solutions are centered on secure, scalable cloud platforms from Microsoft Azure and Amazon AWS.
Additional features
- Delivering Customized Solutions
- Provides tailored technology and services to a broad client base.
- Lower Costs and Increased Productivity
- Helps clients achieve higher value through efficiency gains.
- Low-Cost, Innovative Online Tools
- Provides economical, modern instruments to the investment industry.
- Automated Services
- Offers streamlined, computerized services to financial firms.
- Modular & Integrated Platform
- The offer consists of flexible, interconnected components.
- Investment Engineering
- Helps design and manage efficient, low-cost investment solutions suitable for retail and institutional investors.
- Powerful Analytics
- Provides tools for analyzing data and portfolio performance.
- Analytical Dashboards
- Offers visual displays for benchmarking, reporting, and data processing.
- Large Scale Data Processing
- Provides tools capable of handling vast amounts of data.
- Portfolio Risk Assessment
- Helps investors and managers evaluate portfolio risk.
- Portfolio Exposure Assessment
- Helps investors and managers evaluate portfolio exposure.
- Portfolio Performance Assessment
- Helps investors and managers evaluate portfolio returns.
- Multi-Assets Support
- Can manage a wide variety of financial instruments.
- Listed Securities Support
- Manages simple, exchange-traded products.
- Complex OTC Products Support
- Manages sophisticated over-the-counter instruments.
- Support for Stocks, Futures, Options
- Manages these specific types of financial products.
- Support for Fixed Income, Money Market, Foreign Exchange
- Manages these specific types of financial products.
- Support for Fund Units and Interest Rate Derivatives
- Manages these specific types of financial products.
- Self-Directed Investing Online Portal
- Provides a web platform for self-directed investment firms.
- Integration of Social-Based Tools
- Offers the flexibility to incorporate social trading features.
- Integration of Automated Portfolio Technologies (Robo-Advice)
- Offers the flexibility to incorporate automated money management technology.
- Compliance Technology
- Provides tools to help firms adhere to regulations.
- Cross-Market Compliance
- Provides compliance technology that works across different markets.
- Real-Time Multi-Account Surveillance
- Allows for instant monitoring of multiple accounts for compliance breaches.
Pricing
Countries & Languages
Interface languages
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About FinlogiK
FinlogiK is a cloud-based financial software platform from FinlogiK [designed for portfolio managers]. It provides features such as a client portal, company information, contact options, and solutions overview so users can access vital information easily. The platform supports efficient management of investment portfolios with a focus on cost reduction and productivity improvement. By integrating essential tools, it helps users navigate the complexities of investment management while maintaining responsiveness and flexibility. Key capabilities: client portal company overview contact options solutions information user login Best for: portfolio managers that need a comprehensive solution for managing investments.
FinlogiK Details
FinlogiK's In-App Market Place
Does FinlogiK have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
No
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD ($), CAD ($), CHF (Fr), CNY (¥), HKD ($), INR (₹), MXN ($), NZD ($), RUB (₽), SGD ($), ZAR (R)
Pros & Cons
- Embedded algorithms offer high-value advisory and robo-advice capabilities.
- Uses industry-leading AWS and Azure for reliability and economies of scale.
- Detailed pricing information is not publicly disclosed.
- The hybrid cloud/Windows deployment model may require more technical management than pure SaaS.
- Emphasizes innovative solutions over specific case studies or user testimonials.
FinlogiK's Support Options
Email Address
info@finlogik.comContact
+1 (514) 938-8448FinlogiK's Alternatives
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