Advisors face three great challenges when personalizing portfolios:
#1: Managing custom portfolios is time consuming and tedious
#2: Custom portfolios are not scalable for a broad client base
#3: Managing individual stocks and bonds at an individual and household level is difficult
Join Principal Asset Management, Smartleaf Asset Management and YieldX to understand how technology can help you deliver a differentiated client experience at scale. Easily incorporate stock and bond direct-indexing capabilities, optimized tax management, and customizations such as ESG, religious values and single-stock screens. All within a simple and cohesive portfolio framework that can integrate seamlessly into your existing tech stack and infrastructure.
In this webinar, you will learn:
Accepted for one hour of CFP/IWI/The American College CE credit for live and on-demand attendees.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
Investing involves risk, including possible loss of principal.
Customization of individual portfolios (such as screening for ESG preferences) is done by the Financial Advisor at the client portfolio level based on the needs and preferences of an individual client. Principal does not offer these services.
Principal, Smartleaf, and YieldX are not affiliated.
The subject matter in this communication does not constitute legal, accounting or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.
This complimentary webcast is for financial professionals only and is closed to the public._1679654138066