(intelliflo) Turnkey asset management platforms (TAMPs) allow advisors to scale sales, servicing, and operations activities while helping to increase their focus on client-facing activities.
There are many differences in service and support, flexibility, and investment management approaches from TAMPs. When it comes to selecting a partner, the deciding factors are the capabilities you value most.
The first step in to identify and understand your client segments. Next, determine your investment style and strategy. Consider what specific type of client would most benefit from your services, expertise, and advisory knowledge. This will help you find the right outsourcing provider match.
5 things to look for:
- Product match and flexibility
- Cost and value
- Service, support, and expertise
- Reputation
- Technology
Your best change to help your clients achieve their unique financial goals is to free up your own time to further improve their customer experience by outsourcing investment management services. Read more HERE.
