Riskalyze Welcomes Franklin Templeton to the Partner Store

24 Sep 2019

We're thrilled to welcome Franklin Templeton into the Riskalyze Partner Store, your one-stop collection of world-class models available right in your Riskalyze account. Advisors can now access 12 unique Franklin Templeton models, offered in 2 share classes at no cost, drop them right into their accounts, and customize them with just a few clicks. 

With more than 70 years of multi-asset investing experience, and led by CIO Ed Perks, the Franklin Templeton Multi-Asset Solutions team specializes in strategic asset allocation and dynamic positioning, fundamental and quantitative research, and an active implementation and integrated risk management. Through a disciplined discussion cycle, the team aims to identify key risks and opportunities for relative value, expressing them in Franklin Templeton Outcome Model Portfolios -- all in one solutions for a variety of investment outcomes. Each model portfolio is dynamically adjusted to respond to changing markets, features a cost-effective mix of active funds and ETFs, and is stress-tested under multiple scenarios and across market regimes.

When Franklin Templeton updates their models in the Partner Store, advisors subscribed to their models get real-time alerts. You can accept those changes, ignore them, or edit them to your heart’s content, and push those updates across your client accounts instantly with the Autopilot Trading Dashboard. 

“We are excited to work with a cutting edge financial technology firm like Riskalyze,” said Pierre Caramazza, Head of Financial Institutions Group at Franklin Templeton.  “As more advisors look for solutions to help build and manage portfolios, we believe that the pairing of Franklin Templeton’s model portfolios with the Riskalyze platform will help deepen client relationships and drive better outcomes.”

“We are elated to welcome Franklin Templeton into the Partner Store,” said Mike McDaniel, Riskalyze Co-Founder, and Chief Investment Officer. “The breadth and depth of the Franklin Templeton model portfolios now available inside Riskalyze is a tremendous value-add for the advisors we both are privileged to serve." 

Learn more about Franklin Templeton model portfolios in our upcoming joint webinar on October 15th at 1pm PT.

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