How to Choose the Right TAMP for Your Advisory Business

Are you searching for the investment platform that will best help you manage your book of business? TAMP usage is skyrocketing, as a solution that helps advisors better access the tools and resources needed to manage their client investment accounts. However, as TAMP popularity rises and options increase, selecting the right one for your business becomes more difficult. 

In this guide, we will help you think through the features, options, and benefits available at TAMPs, today, and which are most important for your environment. After reading, you will be better prepared to evaluate and select a TAMP partner that is suited to support your growing advisory business.

What’s Inside:

  • An overview of the industry trends that have led to rising TAMP popularity
  • A synopsis of the top factors to be considered when selecting a TAMP partner
  • Insights into the benefits, offered by TAMPs, to advisory businesses
  • Examples of real-world advisor success stories

Who is ftj | FundChoice?

We are a turnkey asset management program (TAMP) serving over 3,000 advisors with simplified investment, reporting, and service solutions.