Direct Indexing Channel

Winning more high-net-worth clients is at the top of most advisors’ wish lists. But it’s hard to find the time to pursue them when advisors are dealing with the stress of completing everyday tasks that don’t drive home their added value. Updating asset allocation spreadsheets. Researching mutual fund and ETFs. Placing trades. Rebalancing portfolios. Dealing with cumbersome onboarding and operations challenges.