es en

Financial advice compliant with the new regulations

THELOGICVALUE MAKES IT EASIER FOR FINANCIAL ADVISORS TO COMPLY WITH MiFID II

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

ReportingAutomatic recording of report generation

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

Download example .pdf

Don’t hesitate to contact us with any questions you may have, or if you would like to get to know us better. Our agents would be happy to assist you.

We work with

Bankia
Innsomnia
Cuatrecasas

Data supplier: Reuters

Centro para el Desarrollo Tecnológico Industrial (CDTI)
IBM Partner World

ualett
MyInvestor
ENISA