Orion: Deliver Personalization at Scale with Direct Indexing Demystified
Direct indexing has typically been limited to large portfolios due to the time, complexity and costs involved. That time is over. With benefits like tax advantages and the ability to create customized portfolios that reflect investor preferences, learn about the technology evolution driving this movement and access insights from top advisors. In this whitepaper, you’ll learn how to leverage direct indexing technology to:
• Bring scale to your operations
• Differentiate your firm
• Better serve and attract clients