From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.
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Build Custom Tax-Advantaged SMA Portfolios with ASTRO
November 20 @ 11:00 am - 12:00 pm
ASTRO empowers advisors to build custom tax-efficient SMA portfolios. Our advisors use ASTRO to direct index to outperform ETFs on an after-tax basis, manage legacy positions while transitioning clients to a new target strategy, replicate mutual fund strategies for high net worth clients, screen for ESG considerations, and more.