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Charles Schwab updates direct indexing technology for RIAs

Charles Schwab has overhauled Personalized Indexing, its direct indexing product for registered investment advisors.

New yorkUnited statesErkko etulaDivya krishnanBrooklyn investment groupCharles schwabPersonalized indexingManaged account accessSchwab personalized indexingPrecision direct indexingNew york city based

Schwab Personalized Indexing Receives Upgrades

Schwab Personalized Indexing now features digital client onboarding, an updated dashboard and the ability to exclude more individual stocks.

United statesOrion advisor solutionsFidelity investmentsCharles schwabSchwab personalized indexingManaged account accessManaged account selectAdvisor solutionsFidelity institutional custom

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