AdvisorEngine
 | The topic of this article may not meet Wikitia's general notability guideline. |
| Subsidiary | |
| Industry | Wealth management technology |
| Founded | 2001 |
| Headquarters | New York City, New York, United States |
Area served | United States |
Key people | Rich Cancro (CEO) |
| Products | Wealth management software, portfolio management software, client relationship management (CRM) tools, financial planning software |
| Owner | Franklin Resources |
| Parent | Franklin Templeton |
| Website | advisorengine |
AdvisorEngine is a wealth management technology company and wholly owned subsidiary of Franklin Templeton (Franklin Resources, Inc.). The company provides software for financial advisors and wealth management firms in the United States. [1]
Overview
AdvisorEngine develops technology solutions for the wealth advisory industry, serving firms that collectively manage approximately $600 billion in assets. The company operates from offices in New York, New York, and Raleigh, North Carolina.[2]
Products and Services
AdvisorEngine’s wealth management platform offers tools designed to support advisor workflows, business operations, and client interactions. The platform includes features for client prospecting, digital onboarding, account aggregation, customer relationship management (CRM), financial planning, portfolio management, performance reporting, and fee administration.[3]
Corporate Structure
AdvisorEngine operates as a subsidiary of Franklin Resources, Inc., which conducts business under the Franklin Templeton brand. Franklin Templeton is a global investment management firm offering investment management, wealth management, and financial technology services.
History
The company was founded in 2014 by Rich Cancro. Franklin Templeton acquired AdvisorEngine in May 2020, completing the deal in September 2022.[4]
References
- ↑ https://www.wealthmanagement.com/financial-technology/franklin-templeton-buys-advisorengine
- ↑ https://www.institutionalinvestor.com/article/2aucw8wgcjxkym0kdlse8/ria-intel/why-franklin-templeton-acquired-advisorengine#:~:text=Why%20Franklin%20Templeton%20Acquired%20AdvisorEngine,team%2C%20will%20stay%20in%20place.
- ↑ https://www.bloomberg.com/profile/company/1464163D:US
- ↑ https://en.wikipedia.org/wiki/Franklin_Templeton_Investments
External links
This article "AdvisorEngine" is from Wikipedia. The list of its authors can be seen in its historical. Articles taken from Draft Namespace on Wikipedia could be accessed on Wikipedia's Draft Namespace.