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Explore the Power of Custom Indexing

*AdvisorEngine Clients Only


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Custom Indexing is revolutionizing the investment advisory landscape, offering firms the ability to build client-specific portfolios at scale. At AdvisorEngine, we understand the significance of this transformative strategy.  We are excited to invite you to an exclusive webinar with our partners at O'Shaughnessy Asset Management (OSAM), so you can see first hand how Canvas, a leading technology in Custom Indexing, can help your business.

During this engaging webinar, we will delve into the intricacies of Custom Indexing, exploring its potential to elevate your investment advisory services to new heights. By tailoring portfolios to match each client's unique financial goals, risk preferences, and investment objectives, Custom Indexing allows you to provide unparalleled personalization at scale.

Join Amber Krier, Head of Relationship Management at AdvisorEngine and Thomas Canals, Managing Director at OSAM as they host a lively discussion where you will:

  • See how easily you can create custom accounts with Canvas 

  • Develop an understanding on how Custom Indexing may save your clients tax dollars

  • Discover how Canvas can help you strengthen existing relationships and grow your business


Watch On Demand

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