Direct Indexing Solutions

Where customization and cost efficiency meet

Direct Indexing

Until now, asset managers and advisors have had to take a hands-on approach to direct indexing management—both in re-creating the index with individual investments and in managing performance against the original fund.

Through the 55ip platform, advisors can mimic an index with our point-and-click partner products and use our tax-smart automated rebalancing capability to track the actual index—all while gaining a tax-efficient account overlay.

NEWS & RESOURCES

Our latest insights on direct indexing

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Explore our technology and partners’ offerings to create your own custom tax management strategy.

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