Enterprise-level RIAs have success differentiating their practice by creating their own unique investment management programs. For many large RIAs, proprietary investment management is essential to the value they provide their clients. Turnkey Asset Management Platforms (TAMPs) should be broadly adopted by large firms managing their own models. But where there’s technology, there are also intensive costs and resource demands.
See how partnering with a modern TAMP, built specifically for RIAs, can be the solution for advisors who want to retain model management without retaining the middle and back-office tasks associated with running their own investment management programs.
Download the white paper to learn more.