RobustWealth Adds Powerful Direct Indexing to Digital Wealth Platform

RobustWealth will begin offering direct indexing on its platform in May 2018. The new feature will be available to all advisors and enterprises on the RobustWealth platform. The RobustWealth direct indexing tool will allow advisors' clients to invest directly in pooled securities, like an ETF or mutual fund, while minimizing potential fees or lost tax benefits. The platform's technology automatically balances those investments, allowing greater flexibility and customization of the individual investor's portfolio, all while trimming costs typically associated with managed index funds and seeking opportunities for strategic tax-loss harvesting on individual securities.