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TAMPs

Envestnet Tamarac: Enabling RIAs To Scale Advice With Greater Transparency AND Client Engagement

"RIAs need technology that strengthens oversight without slowing them down," said Chris Todd, Chief Executive Officer of Envestnet. "These latest Tamarac platform enhancements reflect our ongoing dialogue with independent advisors and our focus on embedding greater trading transparency, reporting flexibility, and mobile client access directly into daily workflows to help firms move faster, operate with greater accountability, and scale confidently as their businesses grow."

TAMPs

True Freedom™ Investing: The Fastest-Growing TAMP You Haven’t Heard Enough About

Dan Pinkerton started his career two months before the 1987 stock market crash and spent the next four decades building an investment firm that can handle what the market throws at it. True Freedom™ Investing—the TAMP he founded and leads—is now the fastest-growing in the country, and the reasons why say a lot about what’s been missing from the space. Proprietary research, tactical discipline, and a platform designed around advisor independence from the ground up.

TAMPs

SMArtX Advisory Solutions Releases Q1 2026 Select List

Beginning with the Q1 2026 Select List and applied on a go-forward basis, SMArtX has implemented enhancements designed to recognize a broader range of top-performing strategies while maintaining the integrity and scale of the list. The firm-level assets under management (AUM) threshold has been adjusted from $500 million to $250 million, expanding eligibility to include a wider range of managers.

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