If you feel stuck choosing between technology and service, then it’s time to evaluate whether your TAMP is the best fit for you. Whether you’re switching TAMPs or deploying a new TAMP model at your firm, asking the following questions can aid your evaluation process.
Whether you’re switching TAMPs or deploying a new TAMP model at your RIA, asking the following 24 questions can aid your evaluation process. To guide your exploratory conversations with potential Turnkey Asset Management Platform (TAMP) providers, we've compiled two dozen key questions you should ask.
Get the list HERE.
Is Your TAMP Provider a True Partner in Growth?
Is your TAMP a platform that you simply work in? Or is their team working in tandem with yours, offering tailored solutions and training helping you maximize your outcomes?
