Custom solutions to achieve your business goals
Our mission is to transform your strategic goals into actionable plans. We do this in two ways:
First, we serve as a trusted partner dedicated to understanding your objectives and applying our expertise and insight to help you capitalize on long-term industry trends.
Second, we provide a suite of customizable wealth solutions designed to integrate seamlessly with your systems and processes, helping you turn your goals into reality. These solutions can be implemented individually or bundled to maximize impact.
Holistic partnership with our clients sets Franklin Templeton apart from other investment managers. A deep roster of investment capabilities and an array of additive and complementary wealth solutions enable a partnership committed to innovation, implementation, and conquering tomorrow’s needs.
How we work with you: a case study
Our engagement starts with listening
When working with an RIA aggregator recently, our client expressed some frustration with a handful of issues faced by the organization. They shared concerns about the variety of approaches to portfolio construction among Rep-as-PM advisors. They shared concerns about the ability to deliver personalized services to a wide range of clients. And finally, they shared concerns about inefficiencies in how advisors were approaching their work.
Client Objectives
Through multiple conversations, we helped them articulate a few specific objectives to tackle the issues.
- Ensure portfolio recommendations across the organization are consistent with home office views.
- Make advisors more efficient with tools supporting analytics, portfolio construction, and client proposals.
- Provide tax-managed and customized offerings tailored to individual clients.
A Custom Solution
We were able to blend the following solutions to drive improved experience and outcomes.
- Leveraged the expertise of Franklin Templeton Investment Solutions to create a bespoke suite of model portfolios aligned to the firm’s home office views and tilts.
- Launched Portfolio Analytics Tool on all advisor desktops to provide improved analytics, client proposals, risk management, and model adoption.
- Launched one-on-one portfolio construction support through Portfolio Consulting Services.
- Launched Canvas Custom Indexing platform for scalable personalized portfolios and tax-optimization.
- Launched Franklin Managed Options Strategies to deliver customized, rules-based, scalable management of options.
