Enterprise Partnerships

TAMPs are tech platforms that assist financial advisors and institutions with managing client investments. They handle back-office tasks like trading, reporting, and billing, as well as middle-office functions such as proposal generation and support. This lets advisors focus on client relationships and business growth.

 

TAMPs can be customized or purchased off-the-shelf, serving a range of investors from mass-market to high-net-worth individuals. Our AI-enabled platform can integrate with TAMPs to extend their back-office capabilities to include research.