Interactive Brokers Launches Custom Indexing for Registered Investment Advisors

2.5.2023 17:00:00 EEST | Business Wire | Press release

Interactive Brokers (Nasdaq: IBKR) today announced the launch of Custom Indexing for Registered Investment Advisors (RIAs), a new direct indexing solution that enables RIAs to personalize client portfolios.

Custom Indexing allows RIAs to create custom portfolios for their clients that directly hold the underlying securities of an index rather than purchasing a traditional index fund. This approach provides several benefits, including the ability to customize portfolios to align with specific investment objectives, as well as include or exclude specific stocks based on ESG preferences and other factors. Unlike traditional ETF investing, Custom Indexing does not have an expense ratio and comes with low minimums, allowing RIAs to customize and personalize investing to their clients' needs.

"IBKR's comprehensive suite of advisor services, including no custody fees or minimums, advanced trading platforms, global market access and no in-house advisory team to compete with advisors, make us the ideal custodian for RIAs of all sizes,” said Milan Galik, Chief Executive Officer of Interactive Brokers. “Custom Indexing further enhances this package and enables advisors to create tailored portfolios aligned with their client’s specific investment goals."

RIAs using Custom Indexing through Interactive Brokers will have access to a wide range of index options, including popular indices and ETFs such as the S&P 500 and the NASDAQ 100. They can fine-tune their portfolios by adjusting the weightings of individual securities within the index.

Custom Indexing through Interactive Brokers lets RIAs:

Create and customize direct index models based on a curated list of ETFs
Modify target weights or use custom rules that support user-defined and ESG-related exclusion lists
Overweight or underweight stocks on a variety of financial metrics

In addition to Custom Indexing, Interactive Brokers offers a range of tools and resources to help RIAs manage their businesses, including portfolio analytics, performance reporting, and a robust trading platform. Features available on the IBKR RIA platform include:

No ticket charges, no custodial fees, no minimums, and no technology, software, platform, or reporting fees
No in-house advisory team to compete with advisors for clients
Ability to trade stocks, options, futures, currencies, bonds, and funds on 150 markets from a single unified platform
Specialized advisor tools, including trade allocation, tax-loss harvesting, model portfolios and many others
Free CRM, portfolio management, and trading platform, plus PortfolioAnalyst®, which gives advisors the ability to consolidate and analyze a client's entire portfolio, including assets held at other institutions
Automated and flexible client billing
Free website-building services
Debit Card and Bill Pay functions available for US advisor clients

For additional information about IBKR’s Custom Indexing for RIA’s, please visit:

About Interactive Brokers Group, Inc.:

Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities, and foreign exchange around the clock on over 150 markets in numerous countries and currencies, from a single unified platform to clients worldwide. We service individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation has enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios. We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments. For the fifth consecutive year, Barron’s ranked Interactive Brokers #1 with 5 out of 5 stars in its March 25, 2022, Best Online Brokers Review.

To view this piece of content from cts.businesswire.com, please give your consent at the top of this page.

View source version on businesswire.com: https://www.businesswire.com/news/home/20230502005133/en/

Contact information

Contacts for Interactive Brokers Group, Inc.
Media: Katherine Ewert, media@ibkr.com

About Business Wire

Business Wire

http://www.businesswire.com

For more than 50 years, Business Wire has been the global leader in press release distribution and regulatory disclosure.

Subscribe to releases from Business Wire

Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.

Latest releases from Business Wire

2PointZero Group Signals Global Scale With Revenue Surge to AED 21.9 Billion and Net Profit of AED 7.7 Billion in H1 202631.7.2026 14:42:00 EEST | Press release

2PointZero Group (ADX: 2POINTZERO), a leading Abu Dhabi-based investment holding firm, announced its financial results for the first half of 2026, reporting revenue of AED 21.9 billion and delivering a Group Net Profit of AED 7.7 billion. This robust performance is reflected in the Group’s adjusted EBITDA, which reached AED 5.0 billion after excluding fair value changes and one-offs. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260731538982/en/ Samia Bouazza, CEO of 2PointZero (Photo: AETOSWire) Net profit from the Group’s businesses increased by 2,301% year-on-year (YoY), driven by the consolidation of Tendam and the mega-merger to form 2PointZero Group, and growth was also supported by new investments in African financial services, entry into the European packaging markets, and steady operational progress across all verticals, bringing the total reported net profit to AED 7.7 billion. Through continued operational integr

Datroway ® Approved in the EU as Only TROP2 Directed Medicine with Overall Survival Benefit for the First-Line Treatment of Patients with Metastatic TNBC Who Are Not Candidates for Immunotherapy31.7.2026 09:30:00 EEST | Press release

Datroway® (datopotamab deruxtecan) has been approved in the European Union (EU) as monotherapy for the first-line treatment of adult patients with unresectable or metastatic triple negative breast cancer (TNBC) who are not candidates for PD-1/PD-L1 inhibitor therapy. Datroway is a specifically engineered TROP2 directed DXd antibody drug conjugate (ADC) discovered by Daiichi Sankyo (TSE: 4568) and being jointly developed and commercialized by Daiichi Sankyo and AstraZeneca (LSE/STO/NYSE: AZN). The approval by the European Commission follows the positive opinionof the Committee for Medicinal Products for Human Use of the European Medicines Agency and is based on results from the TROPION-Breast02phase 3 trial, which were presented at the 2025 European Society for Medical Oncology Congress and subsequently published in Annals of Oncology. In TROPION-Breast02, which included patients with metastatic TNBC who experienced early relapse following prior treatment, Datroway demonstrated a statis

Polpharma Biologics Announces FDA and EMA Acceptance for Review of PB016 Vedolizumab Biosimilar Candidate31.7.2026 09:30:00 EEST | Press release

Polpharma Biologics International AG today announces that the U.S. Food and Drug Administration (FDA) and the European Medicines Agency (EMA) have accepted for review the Biologics License Application (BLA) and Marketing Authorisation Application (MAA), respectively, for PB016, a proposed vedolizumab biosimilar candidate to Takeda’s reference product Entyvio®* (vedolizumab) lyophilized vial for intravenous (IV) administration for the treatment of adults with moderately to severely active ulcerative colitis and Crohn's disease. The BLA and MAA acceptances represent significant milestones in Polpharma Biologics' development program and underscore the company's commitment to advancing high-quality biosimilars and expanding global access to affordable biologic medicines. "FDA and EMA acceptances for review of our IV vedolizumab biosimilar candidate mark a major achievement for Polpharma Biologics and validate our deep scientific expertise in biosimilar development and manufacturing," said

Half-Year Report on SES’s Liquidity Contract31.7.2026 08:30:00 EEST | Press release

Pursuant to the liquidity contract entered into by SES with BNP Paribas as of 7 April 2026, please see the below update on the progress of the liquidity services. When the liquidity services were implemented as of 7 April 2026, the following assets were in the liquidity account: € 2,500,000 As of 30 June 2026, the following assets appeared on the liquidity account: 228,186 shares; € 816,880. Over the period from 7 April 2026 to 30 June 2026, the following transactions were executed: 1,082 buy transactions; 1,308 sales transactions. Over this same period, the volumes traded represented: 1,093,335 shares and € 8,485,986 on the buy side; 873,399 shares and € 6,860,843 on the sell side. Follow us on: LinkedIn | Facebook | YouTube | X | Instagram Read our Blogs > Visit the Media Gallery > About SES At SES, we believe that space has the power to make a difference. That’s why we design space solutions that help governments protect, businesses grow, and people stay connected—no matter where th

SES: Disclosure of Share Buyback Transactions31.7.2026 08:30:00 EEST | Press release

In the time period from June 2, 2026 until and including June 23, 2026, a number of 213,167 shares were bought back within the framework of the share buyback of SES to meet obligations under SES’s Equity Based Compensation Plan (EBCP). Shares were bought back as follows: Day of purchase Aggregated volume in shares Daily weighted average acquisition price of shares (EUR) Market June 2, 2026 27,097 8.8727 DXE June 2, 2026 72,903 8.8556 ENX June 5, 2026 16,624 8.3723 DXE June 5, 2026 31,510 8.4266 ENX June 15, 2026 26,451 7.8423 XPAR June 17, 2026 26,812 7.3910 XPAR June 23, 2026 11,770 7.2200 XPAR The transactions in a detailed form are published on SES’s website: https://www.ses.com/investors/shareholder-information/share-buy-backs. Follow us on: Twitter | Facebook | YouTube | LinkedIn | Instagram Read our Blogs > Visit the Media Gallery > About SES At SES, we believe that space has the power to make a difference. That’s why we design space solutions that help governments protect, busin

In our pressroom you can read all our latest releases, find our press contacts, images, documents and other relevant information about us.

Visit our pressroom