AdvisorEngine Unveils New Wisdomtree Powered Portfolio Analysis Tool
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AdvisorEngine Unveils New Wisdomtree Powered Portfolio Analysis Tool
Digital wealth management platform AdvisorEngine has now added a WisdomTree-powered portfolio analysis tool to Junxure, which will harness WisdomTree’s ETF’s and mutual funds to allow advisors to compare two side-by-side portfolios and evaluate investments basic on specific investor goals. Advisors will also be able to use the tool to stress test portfolios.
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Digital Wealth Management, Analysis, Portfolio, Client Service, FinTech
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