Home Life Insurance AdvisorEngine Updates Its Planning Device

AdvisorEngine Updates Its Planning Device

AdvisorEngine Updates Its Planning Device


AdvisorEngine, Franklin Templeton’s digital wealth subsidiary, says it has launched the subsequent technology of its monetary planning ecosystem. The instrument provides funding advisors and their shoppers a planning expertise inside a complete asset administration platform.

Advisors can use it to work with shoppers within the fast creation and funding of monetary plans that may be totally applied with out going by way of a number of programs or having to make repetitive steps, the corporate stated Tuesday.

“Advisors now have the ability to drive a extremely custom-made, participating goals-based planning expertise with their shoppers,” AdvisorEngine CEO Wealthy Cancro stated. “We’re constructing upon our ethos of delivering effectivity of scale and giving time again to advisors to assist them give attention to their shoppers and rising their enterprise.”

AdvisorEngine’s goals-based planning instrument, developed with Franklin Templeton, is embedded into its platform and workflows; knowledge from a shopper’s plan, as an illustration, robotically begins up the advisor implementation course of, the agency stated. This offers wealth administration companies scalability due to AdvisorEngine’s custodian integrations.



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