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/
For media inquiries, contact
advisorengine@ficommpartners.com.
About AdvisorEngine
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.
About WisdomTree
WisdomTree Investments, Inc.,
(NASDAQ: 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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SOURCE AdvisorEngine