Handling investments manually leads to missed insights and errors. A centralized management system helps you track assets, analyze performance, and maintain compliance with up-to-date financial visibility.
We help firms of all sizes:
We organize your operations into modular, automated layers — designed for growth, visibility, and speed.
Track every asset, investment, or client portfolio with live updates, customizable views, and performance benchmarks.
Automate investment reviews, rebalancing tasks, and advisor-client check-ins with smart triggers and reminders.
Filter and report by strategy, goal, product, or net worth — making it easier to scale without confusion.
Visualize ROI, risk, allocation, and performance using powerful dashboards fed by real-time data.
Maintain complete histories, transaction logs, and approval paths to stay audit-ready and fully compliant.
Need visibility into both financial and project-based portfolios? We integrate project portfolio management software for hybrid teams.
"Zaki is a pleasure to work with! He has been instrumental in helping manage a large project for our company. I would highly recommend Zaki and I look forward to working with him in the future. Highly recomended."
"EXCELLENT!!! Talented agency. They only keep the brightest minds in Pakistan at ReadyLogic. Would recommend 10/5 stars if I could. ReadyLogic can go up against the best US agencies."
"Zaki is just the best out there! Super smart, talented, gets to the bottom of the big picture, creates top notch solutions, and then tackles all the bugs so brilliantly!! You cannot get anyone better for workflow setups than him! Guaranteed!!"
Yes — we design scalable portfolio and investment management systems for solo advisors and full investment teams.
Absolutely. We can integrate automated investing workflows and rebalancing strategies.
Yes — we follow financial-grade security standards and help ensure compliance across your portfolio operations.
Yes — we support integration with asset management tools, CRMs, trading platforms, and more.
Yes — full onboarding, documentation, and post-launch support are included.
He is a Business Process Analyst and Data Analyst with expertise in Tableau, Python, SQL, and Machine Learning. With a strong ability to streamline workflows and translate data into actionable insights, he has built interactive dashboards and supported decision-making processes. His experience also includes robotics, where he applied intelligent navigation and automation on mapping systems.
She is a proactive Project Manager with a strong track record of delivering projects on time and within scope. Skilled in coordinating cross-functional teams and managing timelines effectively. She ensures smooth execution through clear communication and attention to detail. Driven by results, she consistently turns plans into successful outcomes.
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He is a Business Process Analyst and Data Analyst with expertise in Python, R, SQL, and process optimization tools like Monday.com, Asana, Click-Up, Make.com, and Zapier. With a strong ability to streamline processes, He applies data-driven insights to optimize workflows and improve operational efficiency, including in complex domains like finance and real estate
He is a Business Process Analyst with extensive experience in marketing and content creation funnels, alongside deep expertise in automation tools such as App Script, Monday.com, Zapier, and Make.com. With a focus on optimizing workflows and enhancing digital strategies, He helps businesses streamline operations and drive efficient, data-driven results.
He is a Senior Business Process Analyst at Ready Logic, specializing in Business Process Transformation across industries like healthcare, venture capital, and software development, with expertise in tools such as Click-Up, Monday.com, Asana, Keragon, Zapier, and Make.com. He drives efficiency and productivity improvements through custom workflows and AI-driven solutions, delivering impactful results for clients.
