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January 27, 2022
Episode 18: Tech Trends & Predictions 2022
Learn the outlook, priorities, challenges & focus areas of tech leaders in 2022
Register NowDirect Indexing Solutions
Powerful technology capabilities that reduce time-to-value and simplify the creation of unique, custom-indexed portfolios
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Episode 17: Low Code Platforms – Game Changer or Hype
Paula Kielty, New Business & Policy Manager, CUMIS discusses low-code platforms
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Episode 16: Appian’s Low-Code Platforms – All you need to know
Use cases, advantages, and real-life case studies of Appian’s low-code platform
Play NowTransform Your Investment Strategy
While a more high-maintenance 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 to personal and faith-based values.
With over two decades of developing technology solutions for financial services firms, Excellarate offers solutions that help advisors successfully bring the benefits of direct indexing to a wider audience.
The Excellarate Way of Direct Indexing
Save time and cost with customized solutions for end-to-end portfolio management and re-balancing
User-friendly tools and technologies include dashboard with customizable layout and visualizations
Make informed decisions with automated data analytics that provide actionable insights
Reduce risk and missed opportunities with AI-driven analytics and monitoring
Faster time-to-market with cloud-based solution
Integration with third party trading platforms empowers automated trading processes inline with specific goals
Enhanced client privacy without the need to turn over data to third party sources and providers
Highly available and scalable solution that accommodates shifts in volumes and future growth
Unique Benefits of Direct Indexing
Tax Benefits
Direct indexing generates tax alpha through several tax advantages, creating a tax-loss harvesting balance that typically offsets higher upfront investment fees
Personalization and Exclusions
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.
Aligned Values
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.
Financial Services Technology Trends in 2021 and Beyond
In this eBook, we uncover technology trends in Banking Services, Wealth Management, and Capital Markets.
Get a deeper understanding of how new and old technology is affecting the financial services industry. We also cover niche and upcoming areas that are technology driven and are adding real business value.
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The Cloud’s transformative effect in Insurance
In this post, we see how the insurance industry is adoption cloud for being compliant, driving operational excellence and agility.
