Tech stack
No one at Franklin Templeton Private Portfolio Group, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Morgan Stanley
Per Form ADV · $47.3B held · filed Dec 2024
Merrill
Per Form ADV · $16.4B held · filed Dec 2024
UBS
Per Form ADV · $15.6B held · filed Dec 2024