An investment planning tool
as personal as it is scientific

Once a client's financial goals are determined, an initial investment path is created based on risk tolerance questionnaire. From there, advisors can leverage a highly interactive investment path to understand the accumulation and decumulation of wealth, including important milestones, taxes and social security.

In addition to long-term retirement planning, create value for clients by layering in a variety of goals along the way, including education planning, real estate purchases and sales, home renovations, weddings and vacations.

Advisors can incorporate held-away accounts into their clients' plans, broadening the scope of their financial portrait and improving the foundation of their long-term plans.

See how any client's plan is doing based on current dynamics and benefit from a number of valuable alerts, including missed contributions, unexpected withdrawals, and when plans fall below probability thresholds.

When desired, advisors can also allow clients to build goals-based plans all on their own within the AdvisorEngine Client Portal.

AdvisorEngine's goals-based planning tool adapts to an advisor's approach. Advisors can utilize their own models and capital market expectations, or, if desired, leverage insights and strategies provided by Franklin Templeton's Investment Solutions team.

We offer two approaches for our Goals-based Planning solution: Core and Dynamic. The built-in Core approach incorporates a traditional planning methodology but some clients may prefer to utilize the Dynamic option, which adjusts uses multi-period optimization to adjust portfolio allocations over time.

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 performance reporting.