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Franklin Templeton

Franklin Resources, Inc. is a global investment management organization operating as Franklin Templeton Investments.

Franklin Resources
  • Preparing for financial milestones
  • Funding college educations
  • Taking a dream vacation
  • Retiring
Franklin Resources

Companies that integrate with Franklin Resources

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.

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Franklin Resources

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