Charles Schwab updates direct indexing technology for RIAs
Charles Schwab has overhauled Personalized Indexing, its direct indexing product for registered investment advisors.
Source: investmentnews.com
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Schwab Personalized Indexing Receives Upgrades
Schwab Personalized Indexing now features digital client onboarding, an updated dashboard and the ability to exclude more individual stocks.
United States Orion Advisor Solutions Fidelity Investments Charles Schwab Schwab Personalized Indexing Managed Account Access
Source: wealthmanagement.com