NEW FRANKLIN TEMPLETON ADVISOR WEBSITE

Updated look and feel for a more intuitive, user-friendly experience

NEW DASHBOARD

Replaces Account landing page (account list)

Key Features

  • Snapshot of your business
  • Asset breakdown by investment category
  • Your Sales Team
  • Recent Transactions
  • Favorite Funds
  • Your Literature

UPDATED CLIENTS

Summary List

Key Features

  • Filter based on Account Type, Age, Fund or Share Class
  • At-a-glance account information
  • Toggle between Key Clients and All Clients
  • Easy editing of Key Client List

RATE OF RETURN

Personalized Account Performance

Key Features

  • Returns available for multiple dates
  • Customizable date range available

Updated Mobile Look

Mobile-friendly Responsive Design

Key Features

  • Intuitive
  • User-friendly navigation