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November 1, 2017updated 02 Nov 2017 10:48am

WisdomTree launches new portfolio construction tools for advisers

WisdomTree Investments, an asset manager headquartered in New York, has launched a digital portfolio construction tools to enable advisers grow and scale their business.

Dubbed WisdomTree Advisor Solutions, the platform will provide technology-enabled solutions for advisers.

The tool, which is powered by fintech and investment analytics firm FinMason, will include investment research and exchange-traded fund (ETF) education; portfolio construction services; and ETF model portfolios.

It will also include practice management resources including access to thought leaders in retirement planning, leadership and behavioral finance; and a wealth management technology tool and an online credibility optimiser from AdvisorEngine.

WisdomTree head of global distribution Kurt MacAlpine said: “The asset management industry is undergoing rapid change, and technology is disrupting the way advisors do business. Advisers 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 also added that portfolio construction services will include Digital Portfolio Developer (DPD) for on-demand analysis.

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