Portfolio Analysis Tool from AdvisorEngine Powered by WisdomTree Added to Junxure CRM

AdvisorEngine, a company that provides a digital wealth management technology platform for financial advisors, announced the addition of Portfolio Analysis Tool powered by WisdomTree. The availability of this tool comes as a free add-on for AdvisorEngine’s wholly-owned subsidiary CRM Software Inc. known as Junxure. The tool serves as a resource for advisors to explore solutions in seeking to maximize returns while adjusting for a variety of key investing metrics, such as risk and fees.

One of the trademark components of this tool is the optimization engine that offers options for how advisors can adjust the portfolio allocation based on investing metrics, including income, performance, risk, risk-adjusted returns, and fees. In addition to the ETFs offered by WisdomTree, the tool helps advisors access insights into a broad array of U.S. listed mutual funds and ETFs – enabling advisors to explore diversified open architecture portfolios.

MEETING MODERN CLIENT EXPECTATIONS

“The modern client expects more from their financial advisor. Our goal at AdvisorEngine is to arm advisors with the tools they need to reach the next level of client service,” said AdvisorEngine CEO Rich Cancro. “The unique portfolio construction capabilities offered by the Portfolio Analysis Tool powered by WisdomTree are all packaged in a beautiful, intuitive interface – enabling advisors to add differentiating value to their client service and their overall business proposition.”

Other features offered by the tool include:

  • Portfolio ComparisonAdvisors can compare two self-created portfolio allocations to assist in identifying which portfolio will potentially meet their clients’ specific investment objectives.
  • Reporting:Users can easily export white-labeled client-facing or advisor-facing reporting documents. The client-facing reports allow advisors to share select portfolio performance information, while the advisor-facing reports are more comprehensive, including all data from the portfolio analysis.
  • Stress Testing:Advisors can conduct stress tests to address client concerns and compare hypothetical returns as a result of up-market or down-market conditions. To run these tests, advisors can utilize predetermined scenarios, like the financial crisis or the Federal rate hike, or they can also customize market conditions on the platform that could have an impact on the portfolio.

“Advisors deserve tools backed by data and research to upscale their business practice. We look forward to sharing this tool with the broad range of advisors that use Junxure,” said WisdomTree Head of Client Solutions Thomas Skrobe.

The Portfolio Analysis Tool, available through the Junxure platform, was launched at the annual AdvisorEngine DRIVE Summit Oct. 10-12, 2018. In addition, the conference also hosted a discussion group of industry executives called the “CEO Studio” which focused on cultivating better advisor-client relationships through simplified communication channels and increased community engagement.

ABOUT ADVISORENGINE

AdvisorEngine is a company that provides an end-to-end client relationship and digital investment platform for registered financial advisors. Founded in 2014 by a team of experienced financial and technology executives, AdvisorEngine integrates private-label robo-advice within a digital wealth management platform. With an emphasis on data, design thinking and technology, the firm delivers a unified experience across three core groups – clients, advisors, and business management teams – to address the most common pain points felt by rapidly growing advisory firms. For more information, visit www.AdvisorEngine.com.

ABOUT WISDOMTREE

WisdomTree Investments, Inc., (NASDAQ: WETF) through its subsidiaries in the U.S., Europe and Canada (collectively, “WisdomTree”), is an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager headquartered in New York. WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies. WisdomTree currently has approximately $58.3 billion in assets under management globally. WisdomTree® is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide. WisdomTree Investments, Inc. is the sole owner of WisdomTree Asset Management, Inc., a registered investment adviser, and is a substantial minority owner of AdvisorEngine Inc.   WisdomTree Investments, Inc., and/or its affiliates (“WisdomTree”) has a financial interest in AdvisorEngine and its business. Learn more at www.WisdomTree.com.

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