TAMPs – Deploy a seamless platform to support the entire wealth management lifecycle.
As a turnkey asset management program (TAMP) provider, you must excel at all aspects of the wealth management lifecycle. Your clients expect state-of-the art, modern technology and programs in an on-demand, hosted environment. But, you must also balance the cost and compliance challenges of the complex front-office, middle-office and back-office operations associated with running a TAMP business.
FolioDynamix can help you generate greater efficiency and reduce costs across multiple areas of your business, while at the same time dramatically improving your wealth management technology and helping you attract new clients. FolioDynamix can help you:
- Deploy a modern, privately-branded technology platform for the full wealth management lifecycle
- Fill your current platform gaps through our unique, modular structure
- Enable connectivity across multiple custodians with ease
- Support household-level reporting and proposal generation
- Gain access to a deep roster of third-party products, research and money managers
- Offer and support a broad range of account programs (UMA, UMH, SMA, MFW, discretionary and non-discretionary) with a single platform
- Provide centralized or decentralized overlay management
- Customize experiences at the correspondent level
- Offer a powerful, intuitive advisor desktop toolset designed for the end user
End-to-end, FolioDynamix provides a seamless, unified wealth management platform that supports every stage of the wealth management lifecycle in a scalable, software-as-a-service deployment – privately branded and configured to meet your unique needs. Contact FolioDynamix today.
