Customized at Scale: A Framework for Next-Generation Advisory Platforms
New research from Cerulli Associates finds that affluent investors want comprehensive, long-term, tax-aware financial planning—and wealth managers need to deliver it. Download the report to find out how to strengthen your client relationships for the future.
For a view of the direct indexing market just a few years ago, check out Cerulli's 2022 report The Case for Direct Indexing: Differentiation in a Competitive Marketplace.
More to explore
Parametric Perspective: Tapping Into the Technology of Direct Indexing
by Jeremy Milleson, Director, Investment Strategy
September 2, 2025
Learn how direct indexing uses technology to help build, evaluate and manage customized portfolios for each investor’s unique needs.
How to Measure the Success of Direct Indexing Portfolios
by Jeremy Milleson, Director, Investment Strategy
August 27, 2025
Are your clients’ direct indexing accounts meeting the mark? Read how benchmarks, taxes and long-term plans all play a factor in evaluating success.
