Sponsored by
Patrick Shaddow, CEO of Syntax Information, shared how their partnership with Advyzon allows advisors to create customized listed portfolios, beforehand accessible solely to high-net-worth people.
By leveraging progressive instruments, advisors can now supply these tailor-made options to a broader shopper base, driving price effectivity and enhancing the general funding expertise. This evolution positions customized indexing as the subsequent huge development, akin to the rise of ETFs within the Nineteen Nineties.
