Franklin Templeton Collabs with Tech Platform on Personalized Investment Solution
The firm is partnering with vWise Inc., a platform designed to be effective in institutional, adviser-sold and retail financial markets.
Tag: adviser technology
Products
Investment Product and Service Launches
eMoney Advisors adds new features to Monte Carlo set; Investors Heritage launches latest fixed index annuity; Wisconsin and Voya Investment Management reduce fees on Tomorrow’s Scholar 529 program; and more.
Data & Research
Hedge Funds and PE Firms Lead in Digital Tech
A Broadridge Asset Management expert explains how financial advisers can follow in their tracks.
Winners’ Circle
Invested in Technology
Past Retirement Plan Advisers of the Year discuss their ‘tech support.'
Trendspotting
Products
The Most Successful Advisers Are Tech Innovators
AI is just one strategy they use to drive profitability
HD Vest, Envestnet Partner on Tools to Help Advisers Grow Their Business
These include model management, proposal generation, unified managed accounts, overlay models, online reporting and the consolidation of plan data.