Frec

FREC is a next-generation investing platform making direct indexing simple, affordable, and more tax-efficient than traditional funds. With ultra-low fees, daily tax-loss harvesting, and customizable portfolios, it helps investors and advisors keep more of what they earn.

About Frec

Frec empowers individual investors and financial advisors to grow wealth smarter through automated, low-cost direct indexing. Designed for those who want control, efficiency, and tax advantages, Frec brings institutional-level strategies to everyone.

What they offer

Automated direct indexing that tracks major indices, offers full stock-level transparency, allows for custom inclusions or exclusions, and harvests tax losses daily.

Why it matters

Helps investors keep more of their returns by minimizing taxes—potentially harvesting more losses than traditional robo-advisors and improving after-tax performance over time.

Unique strengths

Low Fees, choice of multiple indices, user-friendly platform, and the ability to tailor portfolios without sacrificing diversification.

Special offer

Quick digital account setup for individuals; advisor tools available for client portfolio management and live demo Learn more about Frec: Resources

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