AdvisorEngine, Franklin Templeton’s digital wealth subsidiary, says it has launched the subsequent era of its monetary planning ecosystem. The software gives funding advisors and their purchasers a planning expertise inside a complete asset administration platform.
Advisors can use it to work with purchasers within the fast creation and funding of economic plans that may be absolutely carried out with out going by means of a number of techniques or having to make repetitive steps, the corporate mentioned Tuesday.
“Advisors now have the facility to drive a extremely custom-made, partaking goals-based planning expertise with their purchasers,” AdvisorEngine CEO Wealthy Cancro mentioned. “We’re constructing upon our ethos of delivering effectivity of scale and giving time again to advisors to assist them concentrate on their purchasers and rising their enterprise.”
AdvisorEngine’s goals-based planning software, developed with Franklin Templeton, is embedded into its platform and workflows; information from a consumer’s plan, for example, routinely begins up the advisor implementation course of, the agency mentioned. This gives wealth administration corporations scalability because of AdvisorEngine’s custodian integrations.
