Upcoming Events

From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.

Loading Events

Events for September 10, 2019

Events Search and Views Navigation

Event Views Navigation

1:00 pm

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

September 10 @ 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…

Find out more »
+ Export Events