AdvisorEngine’s platform includes several pieces of core financial advisor tech, including CRM, portfolio management, reporting, marketing and a white-label robo advisor.
Franklin Templeton plans to use AdvisorEngine to create new proprietary technology, including a goals-based financial planning tool and digital portfolio construction analytics. Future products will emphasize “smart automation,” especially the next generation of Junxure, an advisor CRM AdvisorEngine acquired in 2018.
“We’re in the midst of the fourth industrial revolution, and technological advances are reshaping how financial solutions are delivered,” said Franklin Templeton CEO Jenny Johnson in a statement.