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Charles Schwab updates direct indexing technology for RIAs

Published: June 10, 2023

Charles Schwab has overhauled Personalized Indexing, its direct indexing product for registered investment advisors.

Source: investmentnews.com

Related Topics:

New YorkUnited StatesErkko EtulaDivya KrishnanBrooklyn Investment GroupCharles SchwabPersonalized IndexingManaged Account AccessSchwab Personalized IndexingPrecision Direct IndexingNew York City Based

Schwab Personalized Indexing Receives Upgrades

Published: June 8, 2023

Schwab Personalized Indexing now features digital client onboarding, an updated dashboard and the ability to exclude more individual stocks.

Source: wealthmanagement.com

Related Topics:

United StatesOrion Advisor SolutionsFidelity InvestmentsCharles SchwabSchwab Personalized IndexingManaged Account AccessManaged Account SelectAdvisor SolutionsFidelity Institutional Custom