TAMPs

FusionIQ Expands Team To Accelerate Growth And Platform Evolution

New COO has deep background working with the biggest RIAs while new CFO knows how to steer transformational change in the fintech space.

Flexible Plan: See The Core In A New Light

It's not about a static center of gravity. Modern investment success revolves around the way all the moving portfolio parts interact dynamically.

SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform

Seven new managers on the platform include Goldman Sachs, AGF and ZEGA while Janus Henderson and others keep bringing additional models onboard.

Axxcess Hires Danielle Fasse From Orion

In-house understanding of Orion tech will deepen the Axxcess TAMP platform. Read between the lines and alternative asset classes are in play here.

intelliflo: 20 Advisory Firms Select Cloud-Based RedBlack For Rebalancing And Trading

RedBlack customers report saving hundreds of hours per year due to these added efficiencies, allowing them to build client relationships instead.

GeoWealth: 3 Steps to a More Successful Firm

When you think about how human beings think, simplification makes sense. Start with the three most important tasks. Forget everything else for now.

SEI: Beat The Custody Conundrum

In light of all of the recent consolidation, service challenges and new entrants, many advisors say it's time to at least consider a new custodian.