AdvisorEngine x Franklin Templeton: Maximizing Investment Excellence and Operational Efficiency for RIAs

In order to maximize long-term success, today’s independent wealth management firms must find a way to strike a challenging balance: deliver high-quality investment strategies and provide white-glove client service while optimizing operations.

In this webinar,we will highlight how Franklin Templeton’s global investment expertise—delivered through AdvisorEngine’s complete wealth management platform—can turn this challenge into a competitive advantage, helping firms to deliver institutional-quality portfolios, optimize operational efficiency and maintain the flexibility to meet the most unique of client needs. 

Topics covered will include:

• Ways that AdvisorEngine clients can leverage Franklin Templeton expertise to access institutional-quality investment strategies, market insights and research-driven positioning
• How wealth management firms are partnering with FTIS to offer custom investment solutions to their advisors and scale their investment operations through AdvisorEngine
• The positive results we are helping firms to unlock, strengthening their client relations through a truly unified platform and partnership that bridges the gap between investment excellence and operational efficiency

Speakers:

• Ned Dane, Chief Growth Officer, AdvisorEngine
• Justin Wilkinson, VP, Sales & Business Development, AdvisorEngine
• Jeff Silverman, Head of Advisory Solutions, Franklin Templeton Investment Solutions