Solutions for TAMPs
Tech-Enabled Investment Management
Get powerful and intuitive technology that arms your advisors with everything they need to spur scalable growth.
Seamless Advisor Tech
Arm your advisors with an intuitive, open architecture platform that powers business growth and efficient client management, all from one dashboard.
Best-in-Class Client Experience
Make it easy for advisors to create exceptional client experiences with personalized proposals, BeFi-driven financial planning, and a modern mobile app.
Fully Integrated
With hundreds of deep integrations and a flexible open API framework, your advisors can create the tech stack that works best for their business.
Exceptional Service & Support
The support your advisors need to grow at scale — including seamless onboarding and a dedicated, experienced team to help them solve their daily challenges.
Free Resource: Whitepaper
Scale at Every Size: The Benefits of Most-in-One Technology
As the number of clients and the volume of data increases, it’s become increasingly challenging for advisors and their leadership teams to effectively manage their technology stack.
A scalable technology stack allows advisors to handle growth in the number of clients and the volume of data being processed, leading to improved efficiency, better data management, enhanced client experience, and increased competitive advantage. It’s essential for advisors to consider scalability when selecting and implementing technology solutions to ensure they are able to meet the evolving needs of their clients. In this whitepaper, we:
- Outline the needs and business cases facing independent advisors, financial planners and executives
- Demonstrate how a well-integrated technology stack can solve those challenges
- Detail how a well-integrated technology stack can improve client experience and grow business