Offer investors more control over portfolios, meet demand for tax-smart investing and support multi-asset strategies and values-based investing
A unified platform helps you deliver customized, multi-asset strategies in scalable account structures so you can meet client demands and grow efficiently.
Offer investors more control over portfolios. Managed Account Solutions enables managers to deliver direct indexing solutions at scale with fractional share trading, streamlined tax management and connectivity across distribution platforms.
Meet demand for tax-smart investing. Our integrated solution helps managers develop tax-aware strategies for both active and direct indexing accounts, leveraging optimizers and automation to handle complex constraints efficiently.
Deliver a single investment solution across a variety of asset classes. We help you launch these diversified asset strategies with our multi-sleeve account solution, making it easy to scale while meeting customization and reporting needs.
Bring scalable impact solutions to market. Managers can apply ESG factors within a central hub, creating and updating personalized models that align with investor values while maintaining investment integrity.
You can reduce capital expenditures and staff needs while empowering product innovation.
You can rebalance tens of thousands of accounts across asset classes in less than a trading day. Streamlined account setup and efficient operations can help you expand brand reach, AUM and revenue.
You can package multi-asset strategies into diverse structures for advisors and intermediaries. The platform supports models of models and turnkey delivery across client programs.
* AUM growth is influenced by client inflows as well as market movements, as of the June 30, 2025
