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WealthStack Roundup: TradePMR Announces New Fusion Platform
Also, Vinay Mehta was appointed CTO at Smarsh and Archer and Brooklyn Investment Group partner to provide AI-powered custom direct indexing.
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Schwab Personalized Indexing Receives Upgrades
Schwab Personalized Indexing now features digital client onboarding, an updated dashboard and the ability to exclude more individual stocks.
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Orion Releases New Direct Indexing Workflow | Wealth Management
Wealthtech company announced Story Paths on Tuesday at its Ascent conference in Orlando, Florida.
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Fidelity Pilots Direct Indexing Offering for Advisors
The new custom SMA offering will be broadly available to RIA, broker/dealer and family office clients in 2023.
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