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Access a suite of logos, fonts and media resources for the AdvisorEngine Brand. If you can’t find what you need, please contact us.
Access a suite of logos, fonts and media resources for the AdvisorEngine Brand. If you can’t find what you need, please contact us.
We are excited to announce that Franklin Templeton has acquired AdvisorEngine. Jenny Johnson, president and CEO of Franklin Templeton, welcomes the AdvisorEngine community to the Franklin Templeton team. Click here to read the press release.
With this strategic combination, clients will benefit as we continue our mission of creating a future of financial advice that is personal, scientific and beautiful.
Below you will find answers to frequently asked questions. If you should require any further information, please feel free to reach out to support@advisorengine.com.
This deal is a significant growth moment that will benefit clients and employees. It brings increased financial resources and new practice management capabilities.
It means accelerated new product development with the same great pricing and client service.
No, this deal will not change our client success team. Our client service has been a differentiator for years, and we intend to keep it that way. For example, in the two years since the Junxure acquisition by AdvisorEngine, significant investment has gone into the infrastructure supporting the Client Success team to ensure that we can keep delivering top-tier client service across onboarding, data migrations, consulting, training and support.
No, your pricing will remain the same.
Nothing changes. We will continue using the strict privacy and security protocols that we have in place today. AdvisorEngine, including Junxure CRM, will operate as an independent subsidiary. Franklin Templeton Investments will not receive any access to your client personal information.
AdvisorEngine (including, of course, Junxure CRM) will operate as an independent subsidiary, and leadership will retain strategic and operational flexibility to run the business. We will push forward with our company mission of creating a future of financial advice that is personal, scientific and beautiful. We will also continue striving for our six company ideals: camaraderie, clarity, curiosity, creativity, crushing it and celebration.
Yes. The entire leadership team is excited and invested in the company’s go-forward success. This group includes Rich Cancro (CEO), Craig Ramsey (COO), Patrick Arnold (Head of Product), Vladimir Baranov (CTO), Carly de Diego (Chief Administrative Officer), Scott Woodworth (Head of Client Success), John Haas (Head of Consulting & Training), David Coyle (Platform Business Development) and Kathy Crowley (CRM Business Development) to name a few. In conjunction with this acquisition, we are also adding a new growth leader: John Tyers. In a newly created role of Chief Growth Officer, John will oversee the full client lifecycle, from Sales to Client Success. The word ‘Growth’ in his title starts with helping you grow and scale -- if we take care of that, AdvisorEngine’s revenue will grow. John is an innovative wealth management executive with over 25 years of experience in leadership roles in the RIA, Broker Dealer and Private Wealth channels. We’re lucky to have him, and he is looking forward to engaging with you.
Yes
Our product team has an ambitious multi-year product roadmap.
Junxure CRM clients will see a modern redesign of the user interface and a buildout of new features. This project is already in progress -- we think you’ll be pretty excited about the results.
Platform clients will see new integrations with custodians and fintech firms, deeper performance reporting capabilities, and enhancements across digital onboarding, client portal, model management and operational tools like fee-billing.
Franklin Resources, Inc. is a global investment management organization operating, together with its subsidiaries, as Franklin Templeton. Franklin Templeton’s goal is to deliver better outcomes by providing global and domestic investment management to retail, institutional and sovereign wealth clients in over 170 countries. Through specialized teams, the company has expertise across all asset classes, including equity, fixed income, alternatives and custom multi-asset solutions. The company’s more than 600 investment professionals are supported by its integrated, worldwide team of risk management professionals and global trading desk network. With employees in over 30 countries, the California-based company has more than 70 years of investment experience and over $580 billion in assets under management as of March 31, 2020.
AdvisorEngine will continue to operate as a separate entity under Franklin Templeton. We will maintain our open-architecture approach by deepening our integrations with custodians, fintech companies and asset managers. In terms of collaboration, we will co-create new proprietary solutions, including goals-based financial planning tools, digital portfolio construction analytics and research-enabled practice management services that can benefit your firm. This new relationship is unique in the marketplace due to the strengths that each company brings.
