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Lift-and-shift cloud migration – Hear from AWS experts
Lift-and-shift cloud migration – Hear from AWS experts
AWS Solutions Architects discuss success stories in cloud migration
Play NowLift-and-shift cloud migration – Hear from AWS experts
AWS Solutions Architects discuss success stories in cloud migration
Play NowAppian’s Low-Code Platforms – All you need to know
Explore use cases and real-life case studies of Appian’s low-code platform
Play NowHow to make fixed bid projects thrive in Agile environment?
Product Development expert shares tips to make fix bid projects work in agile
Play NowWhile a more active strategy when compared to index funds or ETFs, direct indexing offers distinct advantages such as granular control over investment vehicles, tax-savings and alignment with personal and faith-based values.
With over two decades of developing technology solutions for financial services firms, Excellarate offers custom solutions that help advisors successfully bring the benefits of direct indexing to a wider audience.
Direct Indexing generates tax alpha through several tax advantages, creating a tax-loss harvesting balance that typically offsets higher upfront investment fees.
Investors add or exclude a particular stock or category of stocks easily and for any reason—like tax purposes or to carve out legacy holdings—enabling advisors to more precisely shape an index to meet an investor’s goals.
The flexibility of Direct Indexing enables investors to construct a portfolio in line with specific objectives, like Environmental Social Governance (ESG), Socially Responsible Investing (SRI), and other personal or faith-based values.