Objective, independent analysis to tackle MiFID II and Unbundling
What is MiFID II?
The MiFID II Directive seeks to ensure that advice follows a traceable, impartial and transparent method.
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.
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.
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.
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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.
Professor at the Finance Department, IE Business School
The API allows different companies to have implemented TheLogicValue world.
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
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.
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.
Head of IT Americas, Panalpina
We work with
A global program that helps companies succeed with Microsoft Azure cloud services and software
Innovation project supported by the Center for the Development of Industrial Technology (CDTI)