Creating, funding and implementing a financial plan and related investment strategies are all connected within one platform, unifying the advisor and client experience
AdvisorEngine has released the next generation of its scalable financial planning ecosystem, offering investment advisors and their clients a planning experience within a comprehensive wealth management platform that is simple to engage with and adaptable to needs over time.
Now, advisors using AdvisorEngine can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps.
AdvisorEngine’s goals-based planning tool, developed in collaboration with Franklin Templeton, is seamlessly embedded into its platform and workflows – output from a client’s plan, for instance, automatically kicks off implementation by the advisor, providing wealth management firms unmatched scalability thanks to AdvisorEngine’s industry-leading custodian integrations.
AdvisorEngine’s platform capabilities are developed to support the entire advisor-client relationship as a connected, ongoing experience, giving advisors the opportunity to continue engaging their clients on the guidance they value most.
The key actions in a client’s lifecycle are supported within the AdvisorEngine platform: client profiling, plan proposals, opening and funding an account, portfolio implementation, and ongoing account maintenance, including rebalancing, reporting and billing. Advisors can select to have prospects and clients initiate the process through a fully connected, highly configurable white-label client portal.
AdvisorEngine utilizes smart automation to simplify advisors’ investment tasks. Advisors and clients can easily open and fund multiple accounts, while deep portfolio management connectivity takes tracking client activity off the advisor’s plate – timely alerts nudge them to review potential plan changes or required service.
“Advisors now have the power to drive a highly customized, engaging goals-based planning experience with their clients,” said AdvisorEngine CEO Rich Cancro. “We are building upon our ethos of delivering efficiency of scale and giving time back to advisors to help them focus on their clients and growing their business.”
“We’ve integrated scalable financial advice that is personalized to each investor’s goals into a wealth management platform that handles many aspects of an advisor’s daily practice,” said Deep Srivastav, head of AI and Digital Transformation for Franklin Templeton. “Advisors have more time to focus on developing client relationships, uncovering client goals and demonstrating their true value.”
Features Include:
For more information, visit www.AdvisorEngine.com