Portfolio Analysis Tool Added to Junxure

AdvisorEngine, a financial experience company that provides a digital wealth management technology platform for financial advisors, today announced the addition of Portfolio Analysis Tool powered by WisdomTree. The availability of this tool comes as a free add-on for AdvisorEngine's wholly-owned subsidiary CRM Software Inc. known as Junxure. The tool serves as a resource for advisors to explore solutions in seeking to maximize returns while adjusting for a variety of key investing metrics, such as risk and fees.

One of the trademark components of this tool is the optimization engine that offers options for how advisors can adjust the portfolio allocation based on investing metrics, including income, performance, risk, risk-adjusted returns, and fees. In addition to the ETFs offered by WisdomTree, the tool helps advisors access insights into a broad array of U.S. listed mutual funds and ETFs – enabling advisors to explore diversified open architecture portfolios.