Powered by WisdomTree, the new apparatus serves as a ability for admiral with different appearance including portfolio optimization, portfolio comparison, reporting, and accent testing
NASHVILLE, Tenn., Oct. 12, 2018 /PRNewswire/ — AdvisorEngine, a banking acquaintance aggregation that provides a agenda abundance administration technology belvedere for banking advisors, today appear the accession of Portfolio Assay Apparatus powered by WisdomTree. The availability of this apparatus comes as a chargeless add-on for AdvisorEngine’s wholly-owned accessory CRM Software Inc. accepted as Junxure. The apparatus serves as a ability for admiral to analyze solutions in gluttonous to aerate allotment while adjusting for a arrangement of key advance metrics, such as accident and fees.
One of the brand apparatus of this apparatus is the admission agent that offers options for how admiral can acclimatize the portfolio allocation based on advance metrics, including income, performance, risk, risk-adjusted returns, and fees. In accession to the ETFs offered by WisdomTree, the apparatus helps admiral admission insights into a ample arrangement of U.S. listed alternate funds and ETFs – enabling admiral to analyze adapted accessible architectonics portfolios.
“The avant-garde applicant expects added from their banking advisor. Our ambition at AdvisorEngine is to arm admiral with the accoutrement they charge to ability the aing akin of applicant service,” said AdvisorEngine CEO Rich Cancro. “The different portfolio architecture capabilities offered by the Portfolio Assay Apparatus powered by WisdomTree are all packaged in a beautiful, automatic interface – enabling admiral to add appropriate amount to their applicant annual and their all-embracing business proposition.”
Other appearance offered by the apparatus include:
“Advisors deserve accoutrement backed by abstracts and analysis to flush their business practice. We attending advanced to administration this apparatus with the ample ambit of admiral that use Junxure,” said WisdomTree Head of Applicant Solutions Thomas Skrobe.
The Portfolio Assay Tool, accessible through the Junxure platform, was launched at the anniversary AdvisorEngine DRIVE Summit Oct. 10-12. In addition, the appointment additionally hosted a altercation accumulation of industry admiral alleged the “CEO Studio” which focused on cultivating bigger advisor-client relationships through simplified admonition channels and added association engagement.
For added admonition about the Portfolio Assay Apparatus or to analyze about how banking admiral can advantage the tool, amuse visit: https://www.advisorengine.com/
For media inquiries, acquaintance [email protected]
AdvisorEngine is a banking acquaintance aggregation that provides an end-to-end applicant accord and agenda advance belvedere for registered banking advisors. Founded in 2014 by a aggregation of accomplished banking and technology executives, AdvisorEngine was the aboriginal aggregation to accommodate private-label robo-advice aural a agenda abundance administration platform. With an accent on data, architecture cerebration and technology, the close delivers a unified acquaintance beyond three amount groups – clients, advisors, and business administration teams – to abode the best accepted affliction credibility acquainted by rapidly growing advising firms.
With offices in New York City and Raleigh, NC, AdvisorEngine continues to innovate to accumulate admiral at the beginning of abundance management. For added information, amuse visit www.advisorengine.com.
About WisdomTreeWisdomTree Investments, Inc., (WETF) through its subsidiaries in the U.S., Europe and Canada (collectively, “WisdomTree”), is an exchange-traded armamentarium (“ETF”) and exchange-traded artefact (“ETP”) sponsor and asset administrator headquartered in New York. WisdomTree offers articles accoutrement equities, anchored income, currencies, t and another strategies. WisdomTree currently has about $58.3 billion in assets beneath administration globally.
WisdomTree® is the business name for WisdomTree Investments, Inc. and its subsidiaries worldwide.
WisdomTree Investments, Inc. is the sole buyer of WisdomTree Asset Management, Inc., a registered advance adviser, and is a abundant boyhood buyer of AdvisorEngine Inc. WisdomTree Investments, Inc., and/or its affiliates (“WisdomTree”) has a banking absorption in AdvisorEngine and its business.
This material, and any abetment provided as declared herein, including portfolio architecture and asset allocation accent testing, assessments, discussions, achievement or added abetment (whether by WisdomTree cadre or agenda tools) (the “Assistance Tools”) are for admonition alone and no absolute or Abetment Accoutrement are advised to provide, and should not be relied on for, tax, legal, accounting, advance or banking planning admonition by WisdomTree, nor should it be advised or relied aloft as a advocacy by WisdomTree apropos the use or adequacy of advance in accordance with the after-effects of any Abetment Tools, in any portfolio or in any accurate security. The after-effects of Abetment Accoutrement should not be construed as advance advice. The after-effects of Abetment Accoutrement are accepted to accommodate a abundant allocation of WisdomTree Funds which, if invested in, allowances WisdomTree.
The Abetment Accoutrement are advised for use alone by a banking adviser as a ability in the development of a portfolio for a banking advisor’s clients. The banking adviser is alone amenable for authoritative advance recommendations and/or decisions with annual to its audience after ascribe from WisdomTree, including with annual to advance in accordance with the after-effects of any Abetment Tools, in any portfolio or in any accurate security. WisdomTree is not acting in an advance advisory, fiduciary or quasi-fiduciary accommodation to any banking adviser or its applicant and is not accouterment abundant advance admonition to any banking adviser or its applicant based on or tailored to the affairs of any alone banking adviser or its alone client. The achievement of the Abetment Accoutrement is fabricated accessible after attention to the alone banking affairs and objectives of any broker and the annual of a accurate advance or action will depend on an investor’s alone affairs and objectives. Investors and their admiral should accede the investors’ alone banking circumstances, advance time frame, accident altruism akin and advance goals. Investors should argue with their own admiral afore agreeable in any transaction. Using an asset allocation action does not assure a accumulation or assure adjoin accident and about-face does not annihilate the accident of experiencing advance losses. There is no affirmation that advance in accordance with after-effects of Abetment Accoutrement will accommodate absolute achievement over any aeon of time. The after-effects of Abetment Accoutrement are provided “as-is,” after any affirmation of any kind, accurate or implied. Admonition and added business abstracts provided to you by WisdomTree or any third affair apropos after-effects of Abetment Tools, including allocations, achievement and added characteristics, may not be apocalyptic of an investor’s absolute acquaintance from an annual managed in accordance with such results.
Either AdvisorEngine and WisdomTree may cease to action the Abetment Accoutrement through the Junxure belvedere at any time.
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