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Vestwell, Franklin Templeton Partner To Bring New Tech to 401(k)s Relying on a mix of APIs, special methodology and a tech-forward attitude, Vestwell and Franklin Templeton aim to give advisors more control over managed retirement accounts. Vestwell, through a partnership with Franklin Templeton, is expanding its own platform to provide a managed retirement account solution. The new features, to be completed and deployed by mid-year, are being designed to give better investment customization to end-clients, as well as allow certain advisors to run managed retirement accounts with more ...

Vestwell adding first managed account option to its 401(k) business The managed-account service will stand out in the marketplace because it will be embedded in Vestwell’s technology, rather than located away from a record keeper and within an investment manager’s system, a detail that will help the firm compete on cost January 6, 2021 2 MINS Vestwell is preparing the first managed-account option for its digital 401(k) record-keeping service, a product that uses Franklin Templeton’s Goals Optimization Engine, the companies announced Wednesday. The forthcoming manag...

With Advisor-Focused Robo, Franklin Templeton Enters New Territory The asset manager is launching Tango, a white-label robo combining its IP with parts and components from multiple partners. Franklin Templeton is the latest asset manager to turn to financial planning and automated investing technology in a bid to grow its digital presence. The financial services company has partnered with Apex Clearing, owned by private equity and venture capital firm PEAK6, to launch a white-label “turnkey robo advisor,” called Tango, built for financial advisors interested in attracting more ...

Franklin Templeton partners to launch new robo-adviser Tango The platform is designed to enable advisers to execute on two major trends this year: hyper personalization and goal-based wealth management December 15, 2020 Franklin Templeton has tapped Singapore-based wealthtech Bambu, and Apex Clearing to launch a new turnkey robo-adviser, Tango, in an increasingly competitive digital advice space.  The robo-adviser is designed to enable advisers to execute on two major trends this year: hyper personalization and goal-based wealth management for clients, according to the announcement Thursday....