与科鲁斯(Quorus)的下一个Folio伙伴向Schwab和Fidility平台顾问提供具有税收效率的、AI驱动的投资战略。 NextFolio partners with Quorus to offer tax-efficient, AI-powered investment strategies to advisors on Schwab and Fidelity platforms.

通过使用Schwab和Fidelity平台, NextFolio与Quorus合作,让其Ensemble ActiveTM投资策略可供金融顾问使用. NextFolio has teamed up with Quorus to make its Ensemble Active™ investment strategies available to financial advisors using Schwab and Fidelity platforms. 该伙伴关系提供具有自动化设置、重新平衡和执行的具有税收效率的单独管理的账户,使顾问能够建立跨越市场上限和诸如增长、价值和核心等风格的高定罪投资组合。 The partnership offers tax-efficient separately managed accounts with automated setup, rebalancing, and execution, enabling advisors to build high-conviction portfolios across market caps and styles like Growth, Value, and Core. 这些战略利用实时的机构洞察力和机器学习,旨在减少传统积极管理中常见的过度多样化和高收费。 Leveraging real-time institutional insights and machine learning, the strategies aim to reduce over-diversification and high fees common in traditional active management. 整合支持精简工作流程和改善客户成果,并计划今后扩大到更多的托管人。 The integration supports streamlined workflows and improved client outcomes, with plans to expand to additional custodians in the future.