WisdomTree launches technology platform aimed at financial advisors

Nov 2nd, 2017 | By | Category: ETF and Index News

ETF STRATEGY NEWS! ETF Strategy is delighted to announce the launch of ETF Strategy Hub (hub.etfstrategy.com), an on-demand repository of webcasts, videos, podcasts and white papers. Debuting with Special Series on Technology & Innovation in China and the Digital Economy.


WisdomTree has launched the WisdomTree Advisor Solutions platform, focused on providing technology-enabled solutions to help advisors grow and scale their business.

WisdomTree launches technology platform aimed at financial advisors

WisdomTree launches technology platform aimed at financial advisors.

The platform includes several key benefits and tools for advisors: investment research and ETF education, portfolio construction services, ETF model portfolios, practice management resources, and wealth management technology.

Kurt MacAlpine, WisdomTree head of global distribution, commented: “The asset management industry is undergoing rapid change, and technology is disrupting the way advisors do business. Advisors face many challenges such as accelerating regulatory reform, evolving client needs and pressure on fees. The WisdomTree Advisor Solutions program is designed to help advisors navigate these challenges while continuing to scale their businesses.”

WisdomTree’s Portfolio Construction Services offering has both human and digital elements, depending on an advisor’s needs. For more complex issues, advisors can work with WisdomTree’s team of asset allocation specialists who can provide portfolio analysis and solutions.

For on-demand analysis, WisdomTree launched the Digital Portfolio Developer, an enhanced portfolio construction tool for financial advisors. Through this application, advisors enter the holdings of an existing investment portfolio and the developer will analyze the data and provide alternative portfolio approaches for an advisor to consider.

MacAlpine added: “Portfolio construction and asset allocation services have become critically important to an advisor’s investment process. WisdomTree is committing to helping advisors build better portfolios, whether it’s through our team of asset allocation specialists or through this new digital offering.”

Key features of the Digital Portfolio Developer include stress testing scenarios, utilizing institutional-grade analytics delivered by FinMason; portfolio comparison, based on key metrics such as performance, income, and fees; and an open architecture platform, which provides holdings-level analysis and real-time calculations on more than 25,000 mutual funds and ETFs.

Advisors can access the Digital Portfolio Developer on-demand and at no cost.

David Yates, WisdomTree chief information officer, said: “WisdomTree is committed to providing advisors with useful digital applications backed by high-quality analytics. The Digital Portfolio Developer provides an additional perspective to help advisors quickly and easily analyze client and prospect portfolios. In addition, the incorporation of FinMason’s powerful platform allows advisors to evaluate performance and conduct certain stress tests, such as how a portfolio may fare during hypothetical market events.”

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