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Revolutionizing Portfolio Management with Hyper-PersonalizationRevolutionizing Portfolio Management with Hyper-Personalization
At Nitrogen's 2024 Fearless Investing Summit, experts discuss how new technology is empowering advisors to deliver hyper-personalized portfolios through seamless integration and cost-saving strategies.
November 13, 2024
Sponsored by Nitrogen
Patrick Shaddow, CEO of Syntax Data, shared how their partnership with Advyzon enables advisors to create custom indexed portfolios, previously available only to high-net-worth individuals.
By leveraging innovative tools, advisors can now offer these tailored solutions to a broader client base, driving cost efficiency and enhancing the overall investment experience. This evolution positions custom indexing as the next big trend, akin to the rise of ETFs in the 1990s.
