Objective, independent analysis to tackle MiFID II and Unbundling

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What is MiFID II?

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

This regulatory change requires independence and objectivity. The investor must be able to understand what the recommendations received from the advisor are based on.

What is Unbundling?

As a consequence of MiFID II, separation of payments for performing purchases or sales, and analysis, will be compulsory.

The upshot of this is that from 3 January 2018, the Research payment cannot be included with other brokerage services.

Independent analysis is required to comply with the new regulations.

TheLogicValue provides you with tools to make compliance with MiFID II easier, thus improving financial advisors' analysis capacity.

 
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

ResearchAnalysis 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.

Registro automático de informes para afrontar MiFID II

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

BizSpark

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)