Financial advisor compliance with the new regulations

The MiFID II Directive seeks to ensure that advice follows a traceable, impartial and transparent method.

This regulatory change requires independence and objectivity.


For independent financial advisors

For independent financial advisors

Providing the information, analysis and reporting required to provide advice compliant with the new European regulations.

For financial institutions

For financial institutions

Increasing  control and productivity  in your employees' day-to-day work, reducing regulatory risk.

Research, Objectivity and Reporting to make financial advisors more efficient

Valuation of companies based on their fundamentals

Objectivity Valuation of companies based on their fundamentals

TheLogicValue's powerful valuation algorithm offers a target price based on six fundamental variables.

This makes it possible to value a company in a totally objective way and create your own scenarios.

Analysis of portfolios with shares, bonds and funds

Research Analysis of portfolios with shares, bonds and funds

By creating mixed portfolios we analyse the yield and volatility data for the investment as a whole.

The portfolio-related news system notifies the advisor of any event relevant to a client.

Automatic recording of report generation

Reporting Automatic recording of report generation

The system records the date and time the documents were created, thus simplifying traceability of the advice.

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We work with

Bankia Fintech by Innsomnia

One of the 15 companies selected for the first fintech accelerator in Spain

Cuatre Casas Acelera Legaltech

Winners of the first edition of the legaltech programme for our contribution to MiFID II compliance


A global program that helps companies succeed with Microsoft Azure cloud services and software

Data supplier: Reuters

Data provider

Centro para el Desarrollo Tecnológico Industrial (CDTI)

Innovation project supported by the Center for the Development of Industrial Technology (CDTI)