WisdomTree Offers Portfolio Construction Tools

The tools are part of the new WisdomTree Advisor Solutions platform.

In an effort to assist advisers navigating the challenges of the changing asset management industry while continuing to grow their businesses, WisdomTree Investments has launched the WisdomTree Advisor Solutions platform.

The Advisor Solutions platform, said to provide technology-enabled solutions for advisers, will include: Investment research and exchange-traded fund (ETF) education; portfolio construction services; ETF model portfolios; practice management resources (such as access to thought leaders concerning retirement planning, leadership and behavioral finance); and a wealth management technology tool and an online credibility optimizer from AdvisorEngine.

The wealth management technology tool, says WisdomTree, will serve as a customizable end-to-end platform for advisers.

“The asset management industry is undergoing rapid change, and technology is disrupting the way advisers do business, says Kurt MacAlpine, WisdomTree head of Global Distribution. “Advisers may face challenges such as accelerating regulatory reform, evolving client needs and pressure on fees. The WisdomTree Advisor Solutions program is designed to help advisers navigate these challenges while continuing to scale their business.”

Additionally, WisdomTree will be offering the Digital Portfolio Developer (DPD) for on-demand analysis. The portfolio construction tool will analyze data from existing investment portfolios, and provide other portfolio approaches for advisers to consider when seeking to improve outcomes based on different measures.

Key features of the tool include:

  • Stress Testing Scenarios: Utilizing institutional-grade analytics delivered by FinMason, a FinTech and investment analytics firm, advisers can compare the hypothetical returns of an original portfolio and a proposed portfolio during different market scenarios such as a financial crisis or Federal Reserve rate hike.
  • Compare Portfolios: Advisers can input and compare two portfolios side-by-side based on key metrics to help the adviser determine underlying risks and seek opportunities to improve performance, income and/or fees.
  • Open Architecture Platform: The tool includes more than 25,000 mutual funds and ETFs with holdings-level analysis and real-time calculations.
  • Usability: Advisers can access the DPD on-demand and at no cost to use the tool. In addition, advisers can save their analysis, download reports, and export example trade tickets based on the output.

“The Digital Portfolio Developer provides an additional perspective to help advisers quickly and easily analyze client and prospect portfolios,” says David Yates, WisdomTree chief information officer. “In addition, the incorporation of FinMason’s powerful platform allows advisers to evaluate performance and conduct certain stress tests, such as how a portfolio may fare during hypothetical market events.”

More information about WisdomTree’s tools can be found here