TheLogicValue: a disruptive new way of managing wealth

In TheLoigcValue we are proud to be selected by FintechScotland to briefly explain our platfrom and its main features.

TheLogicValue integrates in a one stop solution the vast majority of financial information that up to date is spread out in expensive and diverse sources. This allows private banks and financial advisors access to data, analysis, risk control and proposals anywhere they go from any device.


Recent legal changes (MiFID II) are requiring advisors to be extremely transparent with their clients, meaning that market data, risk levels, client information… should be integrated in the same tool, TheLogicValue does exactly that allowing parameters to be introduced by the entity to ensure maximum control and security.

Our platform is also fully modular, this way services can be used directly from our platform or be purchased separately via API, depending on personal needs (stocks, funds, pension plans, portfolio tools…). The program can be installed within the servers of banks and other entities, insuring data storage and protection of their client’s information.

In addition, our platform handles more than 200,000,000 data information in English, Spanish, French, German and Portuguese from our main supplier Reuters, broken down in:

  • Around 2,000 quoted stocks from 25 countries, 1,122 of which are evaluated by our analysts.

  • More Than 46,000 funds from over 40 countries.

  • Around 35,000 fixed income issues from more than 130 countries.

We can also provide entities with Julia, an online financial advisor that can also be tailored (with more than 900,000 hypothetical questions with a success rate of 85% with a response time of less than 5 seconds) which will help employees be more efficient and productive in there day to day information seek.

“TheLogicValue built a virtual assistant that draws on its wealth of investment and risk analysis data, providing rapid, useful responses to questions from financial advisors and investors.”

“As record-low interest rates eat into returns, banks are under pressure to retain and grow market share. TheLogicValue set out to help banks offer sound investment advice more efficiently”. IBM Watson and IBM Cloud

We are currently working with a few Spanish banks, one of which (Bankia) has more than 8,000,000 clients and is one of the leading banks of the country. As well as being in partnership with IBM.

Winners of the first edition of “Cuatrecasas acelera” a program on the look for legaltech, as well as being subject of a case study carried out by IBM

IBM Case study of TheLogicValue