For years, direct indexing has typically been limited to large portfolios due to the time, complexity, and costs involved. That time is over.
With dramatic innovations in trading and rebalancing technology — advisors of all sizes can serve clients of any wealth level through direct indexing.
For advisors who are looking for new and alternative ways to provide more tailored portfolios at scale, direct indexing brings the ability to efficiently deploy tax loss harvesting, accommodate a large legacy position, or manage an ESG mandate without changing the risk profile of the portfolio.
In this white paper, you’ll learn about the industry and technology evolution driving this movement and access insights from top advisors on how you can leverage direct indexing technology and services to:
- Bring scale to your operations
- Differentiate your firm
- Better serve clients
Download the white paper to learn more.