While still closing a $4.5 billion acquisition of LeggMason, Franklin Templeton announced the purchase of AdvisorEngine and plans to use the business to create new proprietary technology, including a goals-based financial planning tool and digital portfolio construction analytics.
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Franklin Templeton buys AdvisorEngine in bigger play for advisor desktop
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“We’re in the midst of the fourth industrial revolution, and technological advances are reshaping how financial solutions are delivered,” said Franklin Templeton CEO Jenny Johnson in a statement. Franklin Templeton also sees additional opportunities to boost financial advisors’ use of its portfolio construction and practice management strategies, says Harshendu Bindal, head of digital strategy and wealth management.
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