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    • Investment oversight that
    drives confidence

    Backed by the AEPS Investment Committee and Franklin Templeton Investment Solutions (FTIS), our process empowers RIAs with robust research, oversight, and investment experience

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    BENEFITS

    Build client trust with a deep bench of investment support

    We combine institutional-quality research and oversight with the flexibility of an open-architecture platform. Your firm benefits from a comprehensive approach to investment due diligence and a commitment to performance integrity and risk management.
    goe-acheive-effeciency-and-scale
    Specialized investment experience
    Tap into the global research and portfolio construction capabilities of Franklin Templeton Investment Solutions (FTIS), providing additional rigor and professional oversight for the strategies you utilize.
    models-re-allocate-your-time
    Robust internal oversight
    Our Investment Committee regularly evaluates platform strategies for quality, consistency, and alignment with evolving market conditions.
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    Leverage initial due diligence
    Every participating manager is vetted through an initial, baseline due diligence process, reviewing firm philosophy, strategy style, and long-term performance history.
    goe-acheive-effeciency-and-scale
    Specialized investment experience
    Tap into the global research and portfolio construction capabilities of Franklin Templeton Investment Solutions (FTIS), providing additional rigor and professional oversight for the strategies you utilize.
    models-re-allocate-your-time
    Robust internal oversight
    Our Investment Committee regularly evaluates platform strategies for quality, consistency, and alignment with evolving market conditions.
    Centralized Data Icn-2
    Leverage initial due diligence
    Every participating manager is vetted through an initial, baseline due diligence process, reviewing firm philosophy, strategy style, and long-term performance history.
    FEATURES

    Research-driven oversight with multiple layers of support for your firm

    We deliver independent and institutional-grade oversight at every level, combining FTIS research and internal committee governance.

     

    Specialized investment experience

    Leverage insights and portfolio design guidance from Franklin Templeton Investment Solutions (FTIS), offering a global perspective on asset allocation and macroeconomic trends.

    260212_AEPS_Features_Webpage02_Investment Oversight_Logo@3x
    Investment oversight

    Our experienced Investment Committee continuously evaluates the quality and consistency of models and strategies across the marketplace.

    01_Unique Institutional Expertise@3x
    Due diligence support

    Each manager undergoes in-depth reviews of their investment philosophy, team structure, performance record, and operational controls before being added to the platform. 

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    Ongoing monitoring and updates

    Regular reviews ensure all models maintain alignment with their intended objectives, helping advisors feel confident in the tools they use with clients.

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    Ready to meet your new investment partner?

    Learn how AdvisorEngine Portfolio Solutions can help take your firm's investment process to the next level. 

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    This website is intended for financial professionals only. It is not intended for use by private investors. Investment Management services offered through AdvisorEngine Portfolio Solutions Inc. (“AEPS”). AEPS is an investment adviser registered with the Securities and Exchange Commission. SEC registration does not imply any specific level of skill or training. Visit here for AEPS’s full disclosures.