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TAMPs

Envestnet’s AI Starts With the Advisor, Not the Algorithm

Most AI conversations in wealth management stay abstract. Anuj Gupta, Principal Director of Sales Engineering at Envestnet, keeps his grounded. In a conversation with The Wealth Advisor’s Scott Martin, Gupta breaks down how Envestnet’s Insights AI and generative business intelligence tools are changing what an advisor’s day looks like—from surfacing next-best-action opportunities to predicting held-away assets before an advisor thinks to look. The foundation, he argues, matters more than the feature set.

TAMPs

AdvisorEngine Portfolio Solutions (AEPS) Is Built for the Way Advisors Work

Most TAMPs were built in layers—acquisitions stacked on acquisitions, workflows patched together over decades. AdvisorEngine Portfolio Solutions took a different approach entirely, starting from the ground up with modern infrastructure; deep custodian integrations; and personalization at the advisor, firm, and client level. CEO Rich Cancro walks through what makes the platform different—and why advisors who see a demo tend to wonder how they ever managed without it.

TAMPs

CacheTech’s Culture-First Model Is Winning Over RIAs—Here’s Why One Firm Signed On

When Vaultis Private Wealth CIO Jacob Rieger left UBS to join an independent RIA, an unexpected industry shakeup forced a full platform search from scratch. What followed was months of due diligence across dozens of TAMPs—and a decision that, in hindsight, he wouldn’t trade. Here’s how Vaultis found a partner in CacheTech Advisor Solutions that streamlined operations, deepened investment collaboration, and made running an independent firm easier than the wirehouse ever was.

TAMPs

How Amplify Platform Aims to Give Advisors Their Business—and Their Sundays—Back

Most TAMPs promise efficiency. Amplify Platform is after something bigger. Built on an AI-native data lake from day one, the platform seeks to eliminate the operational drag that keeps advisors stuck reconciling spreadsheets instead of serving clients. From frictionless digital onboarding to a proprietary risk engine that simulates millions of fat-tail outcomes in under a second, Amplify is making a case that the infrastructure underneath an advisory firm matters more than most realize.

TAMPs

Scale Without Sacrifice: Envestnet on Protecting the Advisor-Client Relationship Through Growth

The RIA channel’s growth is easy to attribute to technology. Vibhaw Arya, Head of Strategic Relationships, RIAs, at Envestnet, attributes the appeal to something else entirely. In a wide-ranging conversation, Arya lays out a philosophy centered on the advisor-client relationship—and explains how integrated infrastructure, AI-powered personalization, UMA architecture, and a genuine partnership model all exist to serve that partnership. The tools change. The priority doesn’t.

TAMPs

Absolute Capital Built a Platform for the One Client Asset Most Advisors Can’t Access

Most advisors manage everything for their clients—except the account that may matter most. The 401(k), 403(b), or 457 sitting inside an employer plan is often a household’s largest asset, and nearly all of it goes professionally unmanaged. Alex Barned, National Sales Director at Absolute Capital Management, explains how the firm’s W.I.N. platform aims to close that gap, and why the advisors already in the space keep expanding their business there.

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