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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.
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