Scale without stress: The new era of investment management

Scaling a firm usually feels like a trade-off. You want more AUM and more clients, but you don’t necessarily want more late nights, more operational bottlenecks, or more "tech-debt" cluttering your desk. TAMPs (turnkey asset management programs) can sometimes feel like rigid, "black box" solutions—clunky tools that solve one problem while creating three others.

With the launch of AdvisorEngine Portfolio Solutions (AEPS)*, the landscape has shifted and we’ve entered a new era where your investment infrastructure actually does the heavy lifting for you, allowing you to reclaim your time and focus on what truly drives value: your clients.

This means no more "swivel-chair" operations requiring your teams to bounce back and forth between applications: prospecting, onboarding, investment management, billing, reporting and client service all work together in a truly unified platform. Whether you want to leverage institutional-grade models or build highly customized UMA structures with sleeve-level trading, our investment management capabilities provide the flexibility and scale your firm needs to grow.

Topics we will cover:

• The AEPS experience: A first look at our new investment services and how they integrate seamlessly within a complete wealth management solution (CRM, Digital Onboarding, Portfolio Management Tools, Client Portal).
  
  
• Moving beyond tech-only: How shifting from "tech support" to "investment partner" allows you to focus more on client relationships and less on burdensome operational tasks.
  
  
• Advanced UMA & model management: How to utilize sophisticated Unified Managed Account (UMA) portfolio construction capabilities to meet unique client needs with precision.
  
  
• Institutional investment support: How our unique collaboration with Franklin Templeton can provide an innovative investment foundation for your firm. 

Speakers:

• Ned Dane, Chief Growth/Investment Officer, AdvisorEngine Portfolio Solutions
• James Pak, Lead Product Manager, AdvisorEngine Portfolio Solutions
• Justin Wilkinson, VP, Sales & Business Development, AdvisorEngine Portfolio Solutions

Sponsored by: AdvisorEngine Portfolio Solutions

For Financial Professionals Only.