WisdomTree Cements Additional Third-Party Relationships, Continuing Focus and Momentum - Seite 2

Kwanti Model Marketplace
Kwanti was founded after the 2008 crisis with the goal of providing superior metrics and visuals to manage investment risk and performance. Since then, the firm has evolved to encompass portfolio analytics that advisors need for model construction, client portfolio reviews and proposal generation. Kwanti is used daily by hundreds of advisory firms and now offers access to WisdomTree’s robust selection of institutional-quality model portfolios.

ETFLogic Logicly Model Portfolio Marketplace
Founded in 2017, ETFLogic is an investment analytics provider focused on providing fund screening and portfolio construction tools to help advisors navigate the ETF markets and beyond. ETFLogic's Logicly model marketplace is a centralized hub for financial advisor education and provides information and analysis on the top strategies from top thought leaders such as ETF issuers and third-party model providers – and now includes WisdomTree’s Model Portfolios. Advisors can integrate models from the marketplace and compare them against or overlay them onto their current portfolios.

Orion Communities
Orion Communities is an investment model marketplace that marries convenient access to leading strategist models with the flexibility to make more intelligent, personalized investment decisions for each client. With greater investment options spanning brand, boutique, and emerging strategists, Orion advisors can easily tailor investment strategies to investors’ unique goals, appetite for risk and comprehensive financial plans, as part of Orion’s tech-enabled fiduciary process that powers the advisor-client relationship: Prospect, Plan, Invest, Achieve. WisdomTree is excited to join Orion's growing platform, which supports more than 2,000 advisory firms holding a combined $1 trillion in assets under administration.

Model Portfolios a Strategic Focus for WisdomTree

Jarrett Lilien, President and Chief Operating Officer at WisdomTree, said: "Model Portfolios are a key focus for WisdomTree, and relationships with third parties give our model portfolios increasing visibility with vast advisor networks. Every new relationship adds another log to the fire and builds our momentum. We have a strong pipeline and are excited about what’s in-store for the future.”

Over the last five years, advisors have witnessed the growing availability of third-party model portfolios through a number of sources, including those developed by strategists, asset managers and home offices. And according to WisdomTree’s recent study on the adoption and perceptions of Model Portfolios, the majority of advisors believe models will not only help them scale their business (88%) and improve efficiencies (92%), but also help improve the services they provide to clients (88%) AND assist with potential increased regulatory scrutiny (90%).