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An Easier Way to Direct Index: The Marriage of an SMA Optimizer and Rebalancer

September 10, 2019 @ 1:00 pm - 2:00 pm

Everyone is talking about direct indexing, but outsourcing to expensive third-parties—isolated from rebalancing tech—has made it impractical for most advisors.

Not anymore. We married our SMA optimizer and rebalancer to offer you the most efficient direct indexing solution on the market. Now, you can direct index pre-defined models, with the ability to implement security, sector/industry and ESG restrictions. What’s more, you’ll be notified when any portfolios stray out-of-tolerance.

We saved the best news for last. This is all done directly within our rebalancing software: one platform for your custom direct indexed portfolio needs.

If increased efficiency, cost-savings, personalization, and data security sound good to you, register for our upcoming webinar to learn more.


September 10, 2019
1:00 pm - 2:00 pm