Strengthen Relationships Using Highly Personalized SMAs
Canvas Custom Indexing lets advisors create portfolios aligned with client values using personalized, scalable, tax-optimized SMAs. Improved after-tax returns are made possible by automating tax loss harvesting and tax aware strategies that suit each client’s individual situation.
Personalized Portfolios to Address Individual Client Goals
The Goals Optimization Engine (GOE®) solves the scalability problem of goals-based wealth management using machine learning and a proprietary algorithm. GOE will tailor and actively manage portfolios seeking the highest probability of successfully achieving individual client goals.
Individualized Solutions for Cash Flow, Diversification, and Concentrated Holdings
Franklin Managed Options Strategies (MOST) eliminate operational challenges common to managing options by deploying systematic strategies tailored for individual clients that can scale across an entire book of business. These automated, rules-based strategies can help manage portfolio risk, generate incremental cash flow, activate non-revenue assets to contribute to incremental returns, and systematically unwind concentrated positions at specified price points.