AI Direct Indexing Agent

It builds and maintains each client's custom index as individual stocks, applies their personal screens, harvests losses at the position level, and keeps the sleeve tracking the benchmark. Tecla builds and operates it inside your environment, so direct indexing runs at scale with the adviser approving the trades.

Those give your firm an engine or an SMA to allocate to; the agent runs the ongoing management across your own models and custodians. It builds the sleeves, applies screens, harvests, and holds tracking error, rather than outsourcing the account to a single vendor's platform. It fits the stack you already run.

No. It builds and maintains the sleeve but executes nothing on its own. A person approves the trades, keeping the firm on the suggestion-based side where the adviser controls what trades in a client account, rather than running fully autonomously.

It holds sector and factor weights aligned to the benchmark as positions are harvested and reweighted, so personalization and tax management never quietly turn into an unintended bet. Each proposed trade shows its effect on tracking error before an adviser approves it.

Tecla scopes the build to your firm: which benchmarks and screens you offer, your tracking-error tolerances, and how the sleeves fit your existing models and custodians. It runs inside your environment and Tecla operates it, keeping it current as benchmarks and rules change.

Position-level harvesting in a direct-indexed portfolio can add roughly 1 to 2 percent of after-tax return a year, deeper than an ETF allows because losses can be captured stock by stock. The exact benefit depends on the account and market, which is why the agent surfaces the real number per trade.

The agent runs in your environment, integrated with your systems, under your own access rules. Portfolio and custodial data stays within the boundaries your firm already answers to, and you own and control the system Tecla operates.

It starts with a fixed-price Tecla Sprint that scopes and prices the build before you commit. The Sprint maps your benchmarks, screens, and custodial routing, so the agent that follows fits how your firm runs direct indexing.

That is much of the point. By automating the sleeve management that made direct indexing labor-intensive, the agent makes it practical to offer well below the account sizes it used to require. Tecla builds and operates it so the economics work across your book.

A scoping call maps your benchmarks, screens, and custodians, returns what the agent would manage, and prices the fixed-price Sprint to build it. Book a scoping call with Tecla to start.