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
Offers flexible, customized solutions by combining various integrated components.
Leverages financial models and automated algorithms for high-value advisory services and portfolio optimization.
Manages virtually all financial instruments, from simple listed securities to complex OTC products.
Provides cross-market technology for carrying out surveillance on multiple accounts instantly.
Offers tools for benchmarking, reporting, and large-scale data processing to assess risk, exposure, and performance.
Solutions are centered on secure, scalable cloud platforms from Microsoft Azure and Amazon AWS.
Additional features
Provides tailored technology and services to a broad client base.
Helps clients achieve higher value through efficiency gains.
Provides economical, modern instruments to the investment industry.
Offers streamlined, computerized services to financial firms.
The offer consists of flexible, interconnected components.
Helps design and manage efficient, low-cost investment solutions suitable for retail and institutional investors.
Provides tools for analyzing data and portfolio performance.
Offers visual displays for benchmarking, reporting, and data processing.
Provides tools capable of handling vast amounts of data.
Helps investors and managers evaluate portfolio risk.
Helps investors and managers evaluate portfolio exposure.
Helps investors and managers evaluate portfolio returns.
Can manage a wide variety of financial instruments.
Manages simple, exchange-traded products.
Manages sophisticated over-the-counter instruments.
Manages these specific types of financial products.
Manages these specific types of financial products.
Manages these specific types of financial products.
Provides a web platform for self-directed investment firms.
Offers the flexibility to incorporate social trading features.
Offers the flexibility to incorporate automated money management technology.
Provides tools to help firms adhere to regulations.
Provides compliance technology that works across different markets.
Allows for instant monitoring of multiple accounts for compliance breaches.
Pricing
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to FinlogiK
SecondSTAX
SecondSTAX is a financial software platform from SecondSTAX that provides investment portfolio analysis. It includes…
.png){kind=logo}
Grow For Me
Grow For Me is a productivity platform from Grow For Me that supports agricultural decision-making.…
Tynka Global
Tynka Global is an investment platform from Tynka Global that helps users find businesses to…
Spot something wrong or outdated?
Suggest a correction — a reviewer verifies every change.
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
SecondSTAX
SecondSTAX is a financial software platform from SecondSTAX that provides investment portfolio analysis. It includes…
Grow For Me
Grow For Me is a productivity platform from Grow For Me that supports agricultural decision-making.…
Tynka Global
Tynka Global is an investment platform from Tynka Global that helps users find businesses to…
.png&w=96&q=75){kind=logo}
