Franklin Templeton

June 5, 2024

Envestnet Deepens Relationships With BlackRock, Fidelity, Franklin Templeton, and State Street

Envestnet a leading provider of integrated technology, data intelligence and wealth solutions, is deepening relationships with BlackRock, Fidelity Investments, Franklin Templeton, and State Street Global Advisors. Envestnet […]
April 2, 2024

AdvisorEngine and Franklin Templeton Unveil Integrated Goals-based Planning

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 […]
March 14, 2023

AdvisorEngine® Delivers Enhanced Portfolio Management Technology, Further Strengthening its End-to-End Wealth Management Platform

Standout features include industry-leading custodian integrations, purpose-built workflows and data visualizations tailored for key practice roles
September 23, 2020

Franklin Templeton Launches Goals Optimization Engine

Software to Be Delivered Via AdvisorEngine and Others Franklin Templeton has announced the introduction of its proprietary Goals Optimization Engine, or GOETM. The global offering provides […]
May 6, 2020

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton, today […]
July 24, 2018

Digital Financial Planning Advice Powered by Advizr will Strengthen Fiduciary Trust Company’s Offerings

Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton Investments, announced a collaboration with Advizr, a provider of next-generation profiling, advisory […]
June 22, 2017

Advizr Financial Planning Technology Platform Receives $7 million in Series A Funding

Advizr, a financial planning technology platform, announced that the company has received a $7 million investment via Series A funding. Led by Franklin Templeton, the investment […]