Our products

We run our own AI products, then build yours the same way.

We build and operate our own AI products for document extraction, meeting intelligence, and outbound research. The exact same architectures power our custom client engagements.

LogiqWealthBeta

Client documents to financial clarity

AI-powered document intelligence for wealth advisors. Extract structured data from messy portfolio statements, reconcile account balances, and build complete client views in minutes.

How it started: Built to eliminate the hours advisors lose every week transcribing custody statements into planning tools.

✓ Statement upload✓ Automated data extraction✓ Balance validation✓ Report generation✓ Tenant data isolation

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LogiqMoMBeta

Meetings in, minutes out

Record your client meetings and receive accurate, structured minutes, verified decisions, and assigned action items automatically, with an edit-before-share approval screen.

How it started: Built to stop senior consultants and advisors from spending evenings writing follow-up notes while client work piles up.

✓ Meeting recording✓ Speaker transcription✓ Structured executive summary✓ Action item assignment✓ Searchable archive

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LogiqLeadBeta

Researched, personalized outreach

Find the right prospects, research them automatically, and draft personalized outreach where every claim is grounded in verifiable company sources.

How it started: Built to replace generic automated email blasts with fact-grounded prospecting that sounds like you did the research.

✓ Automated background research✓ Fact-grounded draft generator✓ Objective lead scoring✓ Multi-touch sequences✓ CRM sync

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Custom Solutions

Need a custom version for your firm?

Our engineering team adapts the pipelines behind LogiqWealth, LogiqMoM, and LogiqLead directly to your firm's private infrastructure, documents, and workflows.

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