Direct Indexing with Smartleaf
With Smartleaf, direct indexes are as easy to work with as ETFs. Both are simply options on a pull-down menu. There's no extra account set up and no waiting. Smartleaf portfolios are analyzed daily, not on an ad hoc or biweekly basis.
Smartleaf offers an open-architecture model marketplace, enabling clients to select from a wide array of direct index models (including those provided by our RIA subsidiary, Smartleaf Asset Management).
Find more information about SAM's Direct Index Models on the SAM website.