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An investment planning tool that is as personal as it is scientific

Through our partnership with Franklin Templeton, AdvisorEngine clients can access an adaptive, personalized approach to asset allocation designed to maximize the probability of goal achievement

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BENEFITS

Reframe your client conversations around what matters most to them

Bridge the gap between goals-based wealth management and investment management with a scalable solution
Holistic investment planning

Improve your ability to understand and support specific client situations and goals and provide the foundation for a disciplined, long-term investment strategy

Upgrade your allocation process

Go beyond a standard allocation approach based on static risk and return levels by targeting and allocating portfolios based on the probability of goal success

Achieve efficiency and scale

Manage goals-based accounts en masse with automated trading and rebalancing tools

FEATURES

Keep calm and plan along

Help clients navigate short-term volatility by building a disciplined investment strategy based on their specific situation and goals

Own your investment path

An initial asset allocation and a unique initial investment path is created based on starting wealth, target wealth, loss threshold, goal tenure, and capital market expectations (CMEs).

Develops investor path based on type of goal, duration and desired probability / loss threshold

  • Higher risk in the beginning of a goal, tapers off
  • Would reduce risk as portfolio gets closer to goal
  • Would increase risk within manageable constraints to optimize probability
  • Allocates to 16 risk managed portfolios developed across the efficient frontier
  • CMEs help match the appropriate portfolio to the recommend risk level at any point time
  • Algorithm plus CME based models tested over multiple market scenarios
Success-driven allocations

The system factors in probability of success and lets that drive the risk and asset allocation decisions of the initial investment path and each subsequent adjustment. Probability of success is the determinant of portfolio construction, not a variable.

Portfolio management support

A full suite of portfolio management tools helps to manage a variety of goals-based plans: operate efficiently with client onboarding and fee billing tools, leverage automated trading and rebalancing features to keep allocations aligned with plans, and easily monitor key events over time with custom alerts and integrated performance reporting.

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Driving Asset Allocation Decisions through Dynamic Programming

Franklin Templeton Investment Solutions team explains the application of dynamic programming and reviews its potential benefits.

AdvisorEngine Wealth Management Technology - Goals Optimization Engine - Whitepaper

Ready to enhance your portfolio management toolkit?