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Direct Indexing Custom Solutions

Powerful technology capabilities that reduce time-to-value and simplify the creation of unique, custom-indexed portfolios

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Transform Your Investment Strategy

While 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.

Excellarate Can Build That!

Customized solutions for end-to-end portfolio management and rebalancing
User-friendly tools and technologies include dashboard with customized layout and visualizations
Automated data analytics provide valuable insights
Artificial intelligence (AI) and machine learning capabilities enable real-time risk monitoring
Fast time-to-market with cloud-based solutions
Automated trading processes and goals
Seamless integration with third-party systems and data sources
Scalability 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.

Customization 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.

Personalization and Value Alignment

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.

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Jonathan GelhausChief Information Officer, Time Investment

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Mark HaneyExamSoft

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Ed HerreraPDX, Inc

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