Platform
Ten modules. One client record.
Every module reads from and writes to the same client record, so a document uploaded once shows up in the dashboard, the report, the alert and the audit log.
Unified Data Vault
Every statement, policy, tax return and estate document in one searchable home.
Solves Client data scattered across formats and sources
Availability All plans
- Ingests PDFs, Word, Excel, CSV and scanned images
- Auto-classifies by type: statement, insurance, tax, estate, will
- OCR and AI parsing for scanned inputs
- Version history with supersede and replace
- Full-text search across every client document
AI Document Extraction
Structured data out of statements and filings, with a confidence score on every field.
Solves Manual document processing and re-keying
Availability All plans
- LLM-based extraction from statements, policies and tax filings
- Field-level confidence; low-confidence fields flagged for review
- Templates per document type: brokerage, 401(k), insurance, tax return
- Human-in-the-loop correction that improves accuracy over time
- Bulk upload and batch processing queue
Smart Onboarding & KYC
One digital intake that pre-fills from documents and feeds every downstream record.
Solves Slow, repetitive client onboarding
Availability Growth plan (upcoming)
- Intake forms auto-populated from uploaded documents
- KYC and suitability questionnaires with e-signature
- One intake feeds the client record, Client 360 and compliance trail
- Stage tracker: documents collected, verified, active
Client 360 Dashboard
Managed and held-away assets, insurance, tax and goals in a single household view.
Solves Poor portfolio visibility
Availability All plans
- Managed accounts plus held-away assets: 401(k), real estate, other institutions
- Net worth, allocation, insurance coverage, tax position and goals
- Auto-generated pre-meeting brief with changes since last review
- Household rollup across spouse and dependent accounts
Compliance & Audit Trail
An immutable record of every interaction, ready when the examiner asks.
Solves Heavy compliance and regulatory burden
Availability Basic on all plans; full trail and templates on Growth (upcoming)
- Automatic, append-only audit log of interactions, document changes and advice
- Suitability and fiduciary templates aligned to SEC/FINRA expectations
- Filing deadline tracker with reminders
- Exportable compliance reports for audits and regulatory review
Automated Report Generator
Branded client reports that refresh themselves from live data.
Solves Hours lost to manual reporting
Availability Basic templates on all plans; full and branded on upcoming plans
- Performance, allocation and projection templates
- Auto-refresh from live Client 360 data, no re-entry
- Branded, personalized client-facing PDF output
- Scheduled monthly or quarterly runs with batch send
Proactive Alerts & Insights
Know about the renewal, the deadline and the life event before the client calls.
Solves Reactive service delivery
Availability Growth plan (upcoming)
- Rule and AI triggers: policy renewals, tax deadlines, rebalancing thresholds, life events
- Opportunity flags: tax-loss harvesting windows, coverage gaps, goal drift
- Segmentation by risk profile, life stage and opportunity
- Advisor task queue generated from triggered alerts
Workflow Automation
Repeatable processes for onboarding, annual reviews and rebalancing, assigned automatically.
Solves Growth that demands more back-office headcount
Availability Scale plan (upcoming)
- Configurable workflows for recurring processes
- Task assignment and delegation across advisor teams
- Add clients without adding back-office staff
- Capacity dashboard: advisor-to-client ratio and utilization
Client Self-Serve Portal
A secure place for clients to see their picture, ask questions and exchange documents.
Solves Communication gaps with clients
Availability Scale plan (upcoming); add-on coming soon
- Secure, read-only Client 360 summary for each client
- AI chat for factual questions about their own data - never investment or tax advice
- Shared notes visible to any covering advisor
- Secure document exchange and e-signature for KYC forms
Integration Hub
Connect the CRM and custodians you already use, with two-way sync.
Solves Tool sprawl and double data entry
Availability Coming soon
The Integration Hub is rolling out. Ask us about early access for your CRM or custodian.
- Connectors for CRM (Salesforce, Redtail, Wealthbox) and custodians (Schwab, Fidelity)
- Two-way sync to eliminate double entry
- Open API and HMAC-signed webhooks for custom integrations
- Single sign-on across connected tools
Clear boundaries
What LogiqWealth deliberately does not do.
LogiqWealth processes and presents data. Advice, execution and filing stay with your firm and the systems built for them.
- Trade execution or order management
- Tax filing or preparation
- Robo-advisory or automated rebalancing execution
- Insurance product sales or underwriting
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.