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Elevate your investment approach

Through our partnership with Franklin Templeton, AdvisorEngine clients gain unique access to a powerful set of investment services

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BENEFITS

An investing partner—
just in case you need it

Through our partnership with Franklin Templeton, we are pleased to provide access to investment services that may add value to your investment processes
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Build client-specifc portfolios, at scale
Utilize the world's most intuitive Custom Indexing platform to build and manage highly personalized portfolios in a scalable manner.
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Turn uncertainty
into confidence

Enhance your investment and performance review processes with a team of highly experienced portfolio management consultants.

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Simplify the investment process

Make your firm the model of investment efficiency, leveraging a variety of low-cost, globally diversified ETF models.

Services to support the investment process (no strings attached)

AdvisorEngine clients are encouraged to take advantage of the unique investment services that we can help facilitate

Custom Indexing

Learn how Canvas, the world's most intuitive custom indexing platform, can help your firm to build highly personalized, alpha generating portfolios in a scalable manner.

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Portfolio Consulting Services

Solidify your investment strategy and portfolio alignment with the expertise and resources of Franklin Templeton's Portfolio Consulting Services (PCS) team.

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Models

Easily implement and oversee professionally constructed multi-manager ETF model portfolios so that you can spend more time managing your business and delighting clients.

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Ready to optimize your investment process?

Learn how AdvisorEngine's end-to-end wealth management platform can help