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Manage Tax-Optimized Portfolios at Scale by Custom Indexing with Canvas

*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 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:

  • 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

  • days
  • Hours
  • Minutes
  • Seconds

As a technology company, AdvisorEngine(R) provides access to award-winning tools. AdvisorEngine does not provide broker-dealer, custodian, investment advice or related financial services. AdvisorEngine, Inc. is a subsidiary of FT FinTech Holdings LLC, which is a subsidiary of Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton.

For financial professional use only. Not for distribution to the public.

These materials are being provided for illustrative and informational purposes only. All investments involve risk, including loss of principal and there is no guarantee that investment objectives will be met.

CANVAS® is an interactive web-based investment tool developed by O’Shaughnessy Asset Management, L.L.C. (“OSAM”) that permits an investment professional (generally a registered investment advisor or a sophisticated investor) to select a desired investment strategy for the professional’s client. At all times, the investment professional, and not OSAM, is responsible for determining the initial and ongoing suitability of any investment strategy for the investment professional’s underlying client. The professional’s client shall not rely on OSAM for any such initial or subsequent review or determination. Rather, to the contrary, at all times the professional shall remain exclusively responsible for same. 

Separately Managed Accounts (SMAs) are investment services provided by O’Shaughnessy Asset Management, LLC (OSAM), a federally registered investment adviser. Client portfolios are managed based on investment instructions or advice provided by OSAM. Management is implemented by OSAM, or, in the case of certain programs, the program sponsor or its designee.

O’Shaughnessy Asset Management L.L.C. and AdvisorEngine are Franklin Templeton affiliated companies.