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More than half of wealth firms have an ongoing AI project: F2 report
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More than half of wealth firms have an ongoing AI project: F2 report

More than half of wealth firms have an ongoing AI project: F2 report
News

More than half of wealth firms have an ongoing AI project: F2 report

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After three years -- and $2.5 billion -- trying to make an Envestnet killer out of InvestCloud, Motive Partners...
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After three years -- and $2.5 billion -- trying to make an Envestnet killer out of InvestCloud, Motive Partners...

After three years -- and $2.5 billion -- trying to make an Envestnet killer out of InvestCloud, Motive Partners...
News

After three years -- and $2.5 billion -- trying to make an Envestnet killer out of InvestCloud, Motive Partners...

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M&A, AI Among Top 2023 Wealthtech Trends
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M&A, AI Among Top 2023 Wealthtech Trends

M&A, AI Among Top 2023 Wealthtech Trends
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M&A, AI Among Top 2023 Wealthtech Trends

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2024 WealthTech Outlook Report
Insight

2024 WealthTech Outlook Report

2024 WealthTech Outlook Report
Insight

2024 WealthTech Outlook Report

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F2 Strategy Releases 2024 Wealth Tech Outlook Report
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F2 Strategy Releases 2024 Wealth Tech Outlook Report

F2 Strategy Releases 2024 Wealth Tech Outlook Report
Insight

F2 Strategy Releases 2024 Wealth Tech Outlook Report

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Envestnet’s Crager to Step Down as CEO
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Envestnet’s Crager to Step Down as CEO

Envestnet’s Crager to Step Down as CEO
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Envestnet’s Crager to Step Down as CEO

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Proprietary Research Report

Direct Indexing Growth, Technology Landscape, and Future Outlook 

Direct indexing is the next opportunity for investors to realize tax optimization and personalization benefits. A fast-growing number of wealth management firms are already using the strategy, and many others on the sidelines are ready to jump in. This report provides context to all of the buzz through F2 Strategy's proprietary research among leading industry firms.

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Understand what's driving firms to offer direct indexing

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Compare and contrast the implementation paths for the technology necessary to support the strategy

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Recognize the challenges that the industry still needs to address in order to integrate direct indexing into a seamless client experience that demonstrates advisors' value

Buy Report — $399
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