THELOGICVALUE MAKES IT EASIER FOR FINANCIAL ADVISORS TO COMPLY WITH MiFID II
For independent financial advisors
Providing the information, analysis and reporting required to provide advice compliant with the new European regulations.
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
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.
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.
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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This application is a financial innovation in the valuation of listed companies. It has great predictive power and provides robust capability to make efficient investment decisions.
Javier Vega
Professor at the Finance Department, IE Business School
The API allows different companies to have implemented TheLogicValue world.
Salvador Gimeno
Director Digital Enterprise Platform, SAP – Brasil
TheLogicValue ha conseguido la cuadratura del círculo aunando la innovación con su solución de valoración de portfolios juntamente con el cumplimiento regulatorio que exige MiFID II
Francesc Muñoz
CIO, Cuatrecasas
Speed and reliability are two essential factors in financial markets. I think Thelogicvalue is an essential management and investment advice tool due to both factors. It also helps you efficiently handle important aspects related to financial regulation.
José Alemany
Managing Director, Fundslink Fintech Solutions, S.L.
The LogicValue App works out the logical price of quoted or non-quoted companies, under different scenario simulations, in a very efficient way.
Yves Humbert
Head of IT Americas, Panalpina
Ricky Michel Presbot
CBDO, Ualett
Most chatbots were made for simple interactions, but the unique ability to perform complex mathematical calculations in the middle of conversations, facilitates real-time mortgage decisions and an interactive dialogue with the end user.
Gabriela V. Orille
Global Innovation Officer, Andbank
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