Date Posted: May 17, 2023

Fintech Report Special Feature—A First Look at Direct Indexing

When it comes to providing a product or service, today’s executives clearly understand the need to adapt and meet ever-changing customer needs. Consumers are becoming increasingly complex, and individuals expect product and services to be tailored to their exact specifications. Through global advancements in technology and data harvesting, many firms have been able to develop mass customization strategies in order to meet a growing list of demands.

How can this type of mass customization be used in the financial services industry? How can the needs of individuals with tens of thousands or millions of dollars to invest be met through a singular base service? In Canada, the United States and worldwide, a growing number of financial services firms are turning to fractional share trading and direct indexing in order to deliver a more customized experience for their clients.
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