Automated Rebalancing Is Crushing It.
We Have The Stats to Prove it
What's inside?
- The counterintuitive tax finding
Automated firms are more tax-efficient, not less—and we have the account-level data to prove it. - The growth number
Every 10% increase in automation is associated with a 1.4% increase in AUM from new accounts. Here's why. - The automation rate benchmark
See what "truly automated" actually looks like — and how your firm compares.