AI-Enabled Direct Indexing

JOIN THE FUTURE OF PERSONALIZED INVESTING

Direct Indexing (DI) is an investment strategy that involves directly purchasing the components of an index while providing more control, customization, and tax-optimization than using traditional investment vehicles such as mutual funds or ETFs.

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EMPOWERING ADVISORS AND INSTITUTIONS PERSONALIZED SOLUTIONS:

Discover and build custom indexes and portfolios that align with the unique values and preferences of every client. Choose only what you need. Each service is available on its own so you can build a modular system.


CHOOSE 1,000+ DIRECT INDEXES


50+ CUSTOMIZATIONS INCLUDING ESG


FULLY AUTOMATED, AI-ENHANCED


DIRECT CUSTODIAN INTEGRATION


PERSONALIZATION WITH PERFORMANCE


TAX-EFFICIENT TRANSITIONS


Direct Index Investing

Provides the customization and control you’re looking for.

  • Direct Indexing (DI) is an investment strategy that involves directly purchasing the components of an index

  • While providing more control, customization, and tax-optimization than using traditional investment vehicles (such as mutual funds or ETFs).

  • Direct indexing allows for client selection of investing themes or styles and maximizes tax efficiency.