Custom Indexing

Discover the benefits of direct indexing and how it can revolutionize your investment approach. Our insights page provides in-depth information on tax-efficient investing, customization options, and transparency.

JULY 15, 2026

Before You Implement Tax-Aware Long-Short: Five Things Every Advisor Should Know

Insights from Franklin Templeton's webinar with Ehren Stanhope of Canvas and Brent Sullivan of Tax Alpha Insider

NOVEMBER 5, 2025

Tax aware long-short: A natural extension of custom indexing

Long-short strategies could offer larger and more consistent tax benefits compared to long-only direct indexing.

SEPTEMBER 8, 2025

Five myths financial professionals believe about direct indexing

Direct indexing is a tax-aware solution with broad applications. This article addresses the most common objections and misconceptions we hear from advisors.

SEPTEMBER 4, 2025

A Canvas State of the Union

Roger Paradiso, Head of Custom Client Solutions, explores how Canvas represents the evolving needs of the "portfolio of the future." It empowers advisors to deliver exceptional results for their clients, aiming to provide advisors a single, intuitive portfolio management system to manage their entire client base, eliminating the need for multiple software platforms and complex workflows.

Canvas Custom Indexing

Harness the full power of modern technology to effortlessly build custom, tax-managed portfolios at scale.

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