Company
We build the back office advisory firms wish they had.
LogiqWealth is built by LogiqCube Consulting. We started with one observation: advisors were spending more time assembling client data than advising clients.
Mission
Give every advisor a complete picture of every client, without the busywork.
Wealth advisory firms manage growing client books with tools that do not talk to each other. Statements arrive as PDFs, policies as scans, tax records by email. Every review starts with someone consolidating it by hand.
LogiqWealth centralizes that data, automates extraction and reporting, and gives the firm a single Client 360 - so growth comes from better service, not more headcount.
How we build
Principles we don't trade away.
01
Advisors stay in charge
AI surfaces, extracts and flags. Advisors review and decide. Nothing reaches a client as advice without a human in the loop.
02
No silent guesses
Every extracted value carries a confidence score and a source. If the model is unsure, a person sees it.
03
Compliance by construction
Audit logging, tenant isolation and retention are enforced by the platform itself, not by policy documents.
04
Fit the firm you are
Built for 3 to 50+ advisor RIAs: fast to start on your own, with room to grow into workflows and a client portal.
Get in touch
Talk to the right team.
See your book of business in one place.
Start a 14-day free trial on your own documents, or book a walkthrough with our team.