21/08/2022
The future is already here and not only for high net worth individuals and family offices but also for the average Joe and Jane. With Piocaro's portfolio customization and automation solution, Joe and Jane can NOW customize their ESG and tax-efficient stock portfolios in minutes.
Portfolio customization solutions have been through various innovations. Customized solutions are expected to grow to $1.5 trillions by 2025. With rapid advancements in technology, investors are quickly coming to terms with the many benefits that direct investing provides when compared with ETFs.