Announced
Completed
Synopsis
Franklin Templeton, an American multinational holding company, completed the acquisition of AdvisorEngine, a digital wealth platform and provider of technology and consulting services. Financial terms were not disclosed. "Our next phase of product development has the potential to change the paradigm of what a wealth management platform can be. We are bringing down the walls between CRM, portfolio management and productivity software. As this happens, advisors will deliver on the promise of ‘personalization-at-scale’ in a way that has not been possible previously," Craig Ramsey, AdvisorEngine COO.
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