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PI Financial chooses TMX LOGICLY for innovative multi-asset research and AI-powered portfolio

March 31, 2022

TMX DatalinxⓇ, TMX Group's information services division, is pleased to announce that PI Financial Corp., a leading independent investment dealer, will deploy the TMX LOGICLY platform for its Investment Advisors and Portfolio Managers across Canada.

 TMX LOGICLY integrates powerful research capabilities, including AI-powered portfolio analysis, optimization, and trading analytics for ETFs, mutual funds, and stocks, into a web-based, portfolio management trading platform. TMX LOGICLY enables wealth advisors to more efficiently screen and compare investment products for their clients by assessing key factors, including risk and exposure, ESG factors, liquidity, income, and returns.

 "We are pleased to be working with PI Financial to make advanced analytics and portfolio tools more accessible to the Canadian investment community," said Michelle Tran, President, TMX Datalinx. "Historically, wealth management technology in Canada has been dominated by single-purpose applications. TMX LOGICLY combines full-depth research, AI-powered portfolio management, and built-in compliance functions to streamline the jobs of advisors to help them do what they do best - provide informed advice to their clients."

 "We are excited to roll out this new tool to our Investment Advisors and Portfolio Managers to support them with securities analysis and portfolio management," says Don Cromar, Senior Vice-President of Private Client Services at PI Financial Corp. "We are committed to helping our clients and our advisors by ensuring they are equipped with the best-of-breed technology to realize their full potential."

 For more information about TMX LOGICLY, please visit


About PI Financial

Founded in 1982, PI Financial has become one of Canada's largest independent investment dealers with over 300 employees from Toronto, to its headquarters in Vancouver, BC. PI Financial provides expertise across a variety of growth sectors and delivers a full range of research, investment banking, advisory, and sales & trading services to its institutional clients. For private clients, PI offers a comprehensive wealth management platform for its Investment Advisors and Portfolio Managers who provide customized advice to their clients and access to the full spectrum of securities products and services.

About TMX Group (TSX:X)

TMX Group operates global markets, and builds digital communities and analytic solutions that facilitate the funding, growth and success of businesses, traders and investors. TMX Group's key operations include Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, The Canadian Depository for Securities, Montréal Exchange, Canadian Derivatives Clearing Corporation, and Trayport which provide listing markets, trading markets, clearing facilities, depository services, technology solutions, data products and other services to the global financial community. TMX Group is headquartered in Toronto and operates offices across North America (Montréal, Calgary, Vancouver and New York), as well as in key international markets including London and Singapore. For more information about TMX Group, visit our website at Follow TMX Group on Twitter: @TMXGroup.