*AdvisorEngine clients only
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 solution. 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 can help you differentiate 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.
Join Ned Dane, Chief Growth Officer at AdvisorEngine and Laura Foster, Managing Director at OSAM, as they host a lively discussion where you will: