Powered by WisdomTree, the new tool serves as a resource for advisors with unique features including portfolio optimization, portfolio comparison, reporting, and stress testing
NASHVILLE, Tenn., Oct. 12, 2018 /PRNewswire/ -- AdvisorEngine, a financial experience company that provides a digital wealth management technology platform for financial advisors, today announced the addition of Portfolio Analysis Tool powered by WisdomTree. The availability of this tool comes as a free add-on for AdvisorEngine's wholly-owned subsidiary CRM Software Inc. known as Junxure. The tool serves as a resource for advisors to explore solutions in seeking to maximize returns while adjusting for a variety of key investing metrics, such as risk and fees.
One of the trademark components of this tool is the optimization engine that offers options for how advisors can adjust the portfolio allocation based on investing metrics, including income, performance, risk, risk-adjusted returns, and fees. In addition to the ETFs offered by WisdomTree, the tool helps advisors access insights into a broad array of U.S. listed mutual funds and ETFs – enabling advisors to explore diversified open architecture portfolios.
"The modern client expects more from their financial advisor. Our goal at AdvisorEngine is to arm advisors with the tools they need to reach the next level of client service," said AdvisorEngine CEO Rich Cancro. "The unique portfolio construction capabilities offered by the Portfolio Analysis Tool powered by WisdomTree are all packaged in a beautiful, intuitive interface – enabling advisors to add differentiating value to their client service and their overall business proposition."
Other features offered by the tool include:
- Portfolio Comparison: Advisors can compare two self-created portfolio allocations to assist in identifying which portfolio will potentially meet their clients' specific investment objectives.
- Reporting: Users can easily export white-labeled client-facing or advisor-facing reporting documents. The client-facing reports allow advisors to share select portfolio performance information, while the advisor-facing reports are more comprehensive, including all data from the portfolio analysis.
- Stress Testing: Advisors can conduct stress tests to address client concerns and compare hypothetical returns as a result of up-market or down-market conditions. To run these tests, advisors can utilize predetermined scenarios, like the financial crisis or the Federal rate hike, or they can also customize market conditions on the platform that could have an impact on the portfolio.
"Advisors deserve tools backed by data and research to upscale their business practice. We look forward to sharing this tool with the broad range of advisors that use Junxure," said WisdomTree Head of Client Solutions Thomas Skrobe.
The Portfolio Analysis Tool, available through the Junxure platform, was launched at the annual AdvisorEngine DRIVE Summit Oct. 10-12. In addition, the conference also hosted a discussion group of industry executives called the "CEO Studio" which focused on cultivating better advisor-client relationships through simplified communication channels and increased community engagement.
For more information about the Portfolio Analysis Tool or to inquire about how financial advisors can leverage the tool, please visit: https://www.advisorengine.com/
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AdvisorEngine is a financial experience company that provides an end-to-end client relationship and digital investment platform for registered financial advisors. Founded in 2014 by a team of experienced financial and technology executives, AdvisorEngine was the first company to integrate private-label robo-advice within a digital wealth management platform. With an emphasis on data, design thinking and technology, the firm delivers a unified experience across three core groups – clients, advisors, and business management teams – to address the most common pain points felt by rapidly growing advisory firms.
With offices in New York City and Raleigh, NC, AdvisorEngine continues to innovate to keep advisors at the forefront of wealth management. For more information, please visit www.advisorengine.com.
WisdomTree Investments, Inc., (WETF) through its subsidiaries in the U.S., Europe and Canada (collectively, "WisdomTree"), is an exchange-traded fund ("ETF") and exchange-traded product ("ETP") sponsor and asset manager headquartered in New York. WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies. WisdomTree currently has approximately $58.3 billion in assets under management globally.
WisdomTree® is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.
WisdomTree Investments, Inc. is the sole owner of WisdomTree Asset Management, Inc., a registered investment adviser, and is a substantial minority owner of AdvisorEngine Inc. WisdomTree Investments, Inc., and/or its affiliates ("WisdomTree") has a financial interest in AdvisorEngine and its business.
This material, and any assistance provided as described herein, including portfolio construction and asset allocation stress testing, assessments, discussions, output or other assistance (whether by WisdomTree personnel or digital tools) (the "Assistance Tools") are for information only and no material or Assistance Tools are intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should it be considered or relied upon as a recommendation by WisdomTree regarding the use or suitability of investing in accordance with the results of any Assistance Tools, in any portfolio or in any particular security. The results of Assistance Tools should not be construed as investment advice. The results of Assistance Tools are expected to include a substantial portion of WisdomTree Funds which, if invested in, benefits WisdomTree.
The Assistance Tools are intended for use only by a financial advisor as a resource in the development of a portfolio for a financial advisor's clients. The financial advisor is solely responsible for making investment recommendations and/or decisions with respect to its clients without input from WisdomTree, including with respect to investing in accordance with the results of any Assistance Tools, in any portfolio or in any particular security. WisdomTree is not acting in an investment advisory, fiduciary or quasi-fiduciary capacity to any financial advisor or its client and is not providing individualized investment advice to any financial advisor or its client based on or tailored to the circumstances of any individual financial advisor or its individual client. The output of the Assistance Tools is made available without regard to the individual financial circumstances and objectives of any investor and the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. Investors and their advisors should consider the investors' individual financial circumstances, investment time frame, risk tolerance level and investment goals. Investors should consult with their own advisors before engaging in any transaction. Using an asset allocation strategy does not assure a profit or protect against loss and diversification does not eliminate the risk of experiencing investment losses. There is no assurance that investing in accordance with results of Assistance Tools will provide positive performance over any period of time. The results of Assistance Tools are provided "as-is," without any warranty of any kind, express or implied. Information and other marketing materials provided to you by WisdomTree or any third party concerning results of Assistance Tools, including allocations, performance and other characteristics, may not be indicative of an investor's actual experience from an account managed in accordance with such results.
Either AdvisorEngine and WisdomTree may cease to offer the Assistance Tools through the Junxure platform at any time.
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