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2 posts in February 2019

5 Must-Haves for a Successful TAMP Relationship

February 21, 2019

What do you need to be an advisor? Different people may emphasize different portions of the answer, but most would tell you: Access to investments Technology to help you build portfolios and proposals An ability to process account information – billing, reporting, etc. An ability to deliver account information to clients Those are the bare…

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Don’t Rely on a Groundhog to Predict the Weather – or the Markets

February 1, 2019

This Saturday, it will once again be time for one of America’s favorite past times: Waiting for Punxsutawney Phil to emerge from his little groundhog lair so his shadow can tell us if we’re going to suffer through additional weeks of winter or get an early reprieve from the polar winds. And just as there…

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TAMP Talks 2019: Discover what a TAMP should be!
This fall, we’re rolling out new platform improvements, tech tools, and experiences that will help you manage your firm more confidently. The first of our 30+ events kicks off October 15th in Atlanta, Georgia.

Learn More & Register