Direct indexing. It’s a term that gets thrown around a lot, but what does it really mean? And how does it work?
In this short video you’ll learn what makes direct indexing different from traditional passive investment vehicles as well as its advantages for many investors when it comes to tax, ESG, and other customizations.
Advisors serving clients with $5 million to $30 million in wealth—“mid-tier millionaires”—need more than portfolios. They need scale, specialization, and service. Envestnet is stepping up with a platform tailored to meet those evolving expectations.
Envestnet’s Gen BI and Insights AI are reshaping how advisors interact with data—transforming trillions in “digital exhaust” into real-time insights, personalized recommendations, and automated workflows. With full compliance baked in, the platform delivers scalable AI that advisors can actually use—securely, efficiently, and immediately.