Meet Your New Portfolio Management Partner

Please join us for a detailed look at AdvisorEngine’s Portfolio Management suite, which helps advisory firms build and scale an elevated investment experience within a comprehensive wealth management platform.

Portfolio Management represents a key segment of the AdvisorEngine platform and we are especially excited to review some of the newest capabilities and features, including UMA support, new portfolio construction workflows, and corresponding enhancements across performance reporting, billing, rebalancing and more.

The webinar will cover a number of topics:

• An overview of the capabilities provided by our Portfolio Management suite, which includes which includes flexible portfolio construction options, powerful trading and rebalancing, tax and cash management controls, as well as consolidated reporting and billing tools
• How our latest generation of Portfolio Management features deliver an elevated investment experience for wealth management firms and their advisors  
• Unique ways that our Partnership approach and Parent company, Franklin Templeton Investments, make our technology Platform even more powerful for your firm

Speakers:

• Ned Dane, Chief Growth Officer, AdvisorEngine
• Justin Wilkinson, VP, Sales & Business Development, AdvisorEngine
• Suleman Din, Advisor Intelligence Lead, AdvisorEngine