Franklin Templeton has announced the availability of a broad range of equity separately managed account (SMA) models on wealthtech solutions provider Orion’s platforms. The arrangement will provide enhanced access to Franklin Templeton’s diversified SMA product suite, across its specialist investment managers, by advisors who utilize those investment models in managing their investors’ accounts on the Orion Communities and Orion Portfolio Solutions (OPS) platforms.
Orion Communities, an open-architecture model marketplace, offers a diverse selection of investment models from various providers, allowing for greater flexibility and choice. The OPS platform features a curated list of research-approved, high-quality investment options. As a fast-growing Turnkey Asset Management Program (TAMP) platform, Orion provides a robust, open architecture infrastructure for delivering Franklin Templeton’s innovative investment solutions to advisors for use with their investors.
“Advisors using Orion’s platforms will now have access to Franklin Templeton’s comprehensive suite of SMA strategies, giving them a broader array of compelling options to meet their clients’ investment goals,” said Sam Marciano, head of SMA distribution at Franklin Templeton. “This launch underscores our commitment to expanding our reach within the advisor community by making our SMA models available on the platforms with which advisors are actively engaging.”
“We are pleased to welcome Franklin Templeton’s equity SMA models to Orion’s platforms,” said Ron Pruitt, President of Orion Wealth Management. “This addition aligns with our mission to build a wealth-tech community where every advisor and investor thrives. By integrating Franklin Templeton’s specialist strategies, we are enhancing the flexibility and breadth of investment options available to advisors within our comprehensive wealth solutions, empowering them with complete solutions that can be customized to advisor/investor investment philosophy.”
Franklin Templeton’s equity SMA models are designed to offer tailored investment solutions, leveraging the firm’s expertise and its comprehensive lineup of specialist investment managers from Franklin Templeton, ClearBridge Investments, Putnam Investments, Martin Currie and Royce Investment Partners.
Franklin Templeton is a leading provider in the rapidly growing SMA industry, offering a comprehensive range of strategies across asset classes to help investors meet their investment goals. With more than $137 billion in SMA assets under management as of March 31, 20241, Franklin Templeton leverages its global expertise and resources to provide a diversified SMA product suite responsive to the evolving needs of clients.
