Every year for the past decade, we've published a guide to the leading turnkey asset management platforms or TAMPs. More recently, it's been accompanied by a dynamic and digital version.
This year, the digital version updated first. That's not really surprising. While the guide makes a good textbook impression of the industry at a fixed moment in time, the Dashboard constantly updates, aggregating the latest developments and innovations from 21 top platforms.
After all, the TAMP world is all about automation and the power of technology to anticipate events. It's about letting computers talk to each other . . . feeding you the actionable essentials that rise to the surface.
The goal is always to save advisors time, giving you back part of your work week to focus on tasks computers can't do. We all need more time to focus on human relationships, whether that's clients, potential clients or family.
That means simplifying your career instead of complicating it. And that's what the Dashboard is all about. Compare platforms face to face. Filter for the fields you need.
Screen out functionality that doesn't apply to your practice. Screen in what's essential.
The formal Guide is coming soon as an introduction to everything TAMPs do and an overview of what's happening in the industry from year to year. But for now, the Dashboard is the most current view around . . . updating in real time.