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A strategic combination to deliver the future of financial advice





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.

Why is this transaction exciting?

What does this mean for me as a client?

Will this change client support?

Will my pricing change?

What happens with my data?

How will the company operate going forward?

Is the company’s leadership team staying?

Will the company keep its brand and product names?

What does future product development look like?

Who is Franklin Templeton?

How will the company partner with Franklin Templeton?