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Franklin Templeton Expands Partnership with Envestnet to Deliver Personalized Strategies

Author

Slice of Finance Team
08 Oct

Key Highlights:

  • Franklin Templeton and Envestnet expand partnership to offer tax-managed, personalized investment strategies.

  • Canvas Custom Indexing now accessible to Envestnet’s network of advisors across various financial institutions.

  • Focus on tax management and personalization at scale for mass affluent and high-net-worth investors.

  • Advisors gain access to Canvas’ digital solutions for more control and efficiency in portfolio management.

Notable Quotes:

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“This marks another milestone for Franklin Templeton, furthering our position as a top SMA provider.”

Roger Paradiso, Head of Product Solutions at Franklin Templeton
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"Direct Indexing empowers advisors to tailor a portfolio that better aligns with their client’s personal values, tax goals, and long-term objectives."

Dana D’Auria, Co-CIO and Group President at Envestnet Solutions

Our Take:

This enhanced partnership between Franklin Templeton and Envestnet is significant for wealth management professionals. As the demand for personalized investment strategies grows, particularly in the tax management space, this collaboration positions both firms at the forefront of the trend toward scalable, custom solutions. With Canvas’ advanced platform integrated into Envestnet, advisors will have access to a suite of tools that can better meet the evolving needs of mass affluent and high-net-worth clients. This move further cements Franklin Templeton’s leadership in the SMA market and showcases the industry’s shift towards client-specific investment strategies.