Scale without stress: The new era of investment management – AdvisorEngine Portfolio Solutions – 4.21.26

Summary:

Scaling a firm usually feels like a trade-off. You want more AUM and more clients, but you don’t necessarily want more late nights, more operational bottlenecks, or more “tech-debt” cluttering your desk. TAMPs (turnkey asset management programs) can sometimes feel like rigid, “black box” solutions—clunky tools that solve one problem while creating three others.

With the launch of AdvisorEngine Portfolio Solutions (AEPS)*, the landscape has shifted and we’ve entered a new era where your investment infrastructure actually does the heavy lifting for you, allowing you to reclaim your time and focus on what truly drives value: your clients.

This means no more “swivel-chair” operations requiring your teams to bounce back and forth between applications: prospecting, onboarding, investment management, billing, reporting and client service all work together in a truly unified platform. Whether you want to leverage institutional-grade models or build highly customized UMA structures with sleeve-level trading, our investment management capabilities provide the flexibility and scale your firm needs to grow.

Topics we will cover:

• The AEPS experience: A first look at our new investment services and how they integrate seamlessly within a complete wealth management solution (CRM, Digital Onboarding, Portfolio Management Tools, Client Portal).
• Moving beyond tech-only: How shifting from “tech support” to “investment partner” allows you to focus more on client relationships and less on burdensome operational tasks.
• Advanced UMA & model management: How to utilize sophisticated Unified Managed Account (UMA) portfolio construction capabilities to meet unique client needs with precision.
• Institutional investment support: How our unique collaboration with Franklin Templeton can provide an innovative investment foundation for your firm.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Ned Dane is the chief growth officer at AdvisorEngine, an industry leading wealth platform owned by Franklin Templeton. He also serves as the Chief Investment Officer of AdvisorEngine Portfolio Solutions, a turnkey asset management program.

In his role, Ned is responsible for developing and implementing AdvisorEngine’s overall growth strategy in alignment with the organization’s goals and objectives. He also leads the firm’s sales and client relationship teams.

Ned’s three decades of leadership experience spans asset management, wealth management and financial technology. He has built businesses, led high-performing teams, and developed innovative products and solutions to meet the needs of high-net-worth investors. He is an accomplished public speaker and industry expert on high-net-worth, multi-generational wealth, generational insights and sustainable investing.

Prior to joining AdvisorEngine, Ned was co-founder and chief strategy officer at Aidentified, a data intelligence company. His career includes senior leadership roles at OppenheimerFunds, Merrill Lynch, AXA/Equitable Advisors, and Putnam Investments.

Ned serves on the boards of several philanthropic and cultural organizations, including The Frick Museum in Pittsburgh, and The Helen C. Frick Foundation.

James Pak is a Lead Product Manager at AdvisorEngine, where he leads product innovation and development for portfolio management solutions. With over 20 years of experience in product management, he specializes in building technology solutions in the financial services space and is driven to build products that connect technology, data, and elevate the client experience.

Justin Wilkinson is a VP and sales leader at AdvisorEngine, an industry-leading wealth platform, and AdvisorEngine Portfolio Solutions, a turnkey asset management program. Justin is responsible for accelerating revenue growth through new partnerships and existing client relationships. He is also instrumental in building alliances with industry partners, consultants, and enterprise organizations.

During his tenure at AdvisorEngine, Justin has partnered with wealth management firms to implement innovative solutions, scale operations, and grow revenue. He has advised firms through technology transitions, M&A transactions, and other strategic initiatives.

Justin’s experience spans multiple industries, including financial technology, asset management, and consulting, with previous roles at Neuberger Berman and Accenture, in addition to several entrepreneurial ventures.

Justin is based in the greater Boston area with his wife, 2 children, and black lab, Ruby.