As today’s investors demand more personalized relationships and services from their advisors, the strain on advisor time and resources is reaching a tipping point. How can advisors spend more time with clients and perform the additional due diligence needed to thoroughly evaluate and onboard new investment options and services? Index-based portfolios are one way to introduce more personalized services while potentially reducing due diligence burdens, enhancing risk management and saving advisors time so they can focus on knowing their clients even better.