Morningstar Wealth jumps into the direct indexing game
![Morningstar direct indexing](https://s32566.pcdn.co/wp-content/uploads/2022/11/portfolio-data-951x634.jpg.optimal.jpg)
The new platform will leverage technology to help financial advisers move clients onto the platform for personalization and tax management.
Morningstar is building on its $12 billion separately managed account platform with the addition of a direct indexing feature aimed at the financial advisory market.
After a five-month pilot program that gave 90 financial advisers a chance to road test the platform, Morningstar Wealth is opening
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