55ipIn the news
Tax-managed portfolio implementation software for advisors and wealth firms
- RIAs
- Broker-dealers
- Asset managers
Portfolio management6 integrationsCustom quote
TAMP & managed accounts
Turnkey asset management platforms, model marketplaces, UMA and SMA platforms, and outsourced CIO services for advisors.
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Showing 18 of 18Most complete profiles first, then A to Z
GeoWealth
TAMP and UMA technology platform for RIAs
- RIAs
TAMP & managed accounts10 integrationsCustom quote
SEIIn the news
Wealth technology, outsourced operations, custody and investment programs
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Integrations & operationsCustom quote
Sowell ManagementIn the news
TAMP and RIA platform for independent financial advisors
- RIAs
TAMP & managed accountsCustom quote
Wilshire
Indexes, investment analytics and model portfolios for institutions and advisors
- Broker-dealers
- RIAs
- Family offices
- Asset managers
Data & research6 integrationsCustom quote
Adhesion WealthIn the news
UMA platform with outsourced trading and tax overlay for RIAs
- RIAs
- Asset managers
CAISIn the news
Alternatives and structured notes platform for independent advisors
- RIAs
- Broker-dealers
- Asset managers
Alternatives platforms5 integrations
Dynamic Advisor Solutions
RIA platform, outsourced operations and TAMP for independent advisors
- RIAs
TAMP & managed accounts4 integrationsBasis points on assets
Eaglebrook Advisors
Digital-asset separately managed account platform for financial advisors
- RIAs
TAMP & managed accounts4 integrations
Flexible Plan Investments
Turnkey asset management program for risk-managed strategies
- RIAs
- Broker-dealers
TAMP & managed accounts4 integrationsBasis points on assets
Frontier Asset ManagementIn the news
Outsourced risk-managed model strategies for RIAs and broker-dealer advisors
- RIAs
- Broker-dealers
TAMP & managed accounts5 integrations
FusionIQ
White-label digital advice and self-directed investing platform
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Client experience4 integrationsCustom quote
Moment
Investment management platform for portfolio construction, trading and compliance agents
- RIAs
- Broker-dealers
OrionIn the news
Portfolio accounting, CRM, trading and TAMP platform for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
Portfolio management2 integrationsCustom quote
Zoe FinancialIn the news
Sub-advisory TAMP and advisor-matching network for fee-only RIAs
- RIAs
TAMP & managed accounts4 integrationsCustom quote
TAMP & managed accounts: questions to ask before you buy
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TAMP & managed accounts in the news
- Sowell Management
Sowell Management promotes Scott Dooley to CIO
- AssetMark
Only 17% of firms make the referral ask a defined step
- Orion
Claude sets $4,800 seat minimum; FINNY's $50 fee adds asset share
- Orion
Fidelity's $100 million floor meets Anthropic's $4,800 minimum
- Orion
Betterment survey: 75% of advised investors use AI
- Orion
Fidelity's $100 million custody minimum leaves 706 of 986 RIA relationships below it