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TAMPs

From Deliverable to Dynamic: How Envestnet MoneyGuide Is Putting Planning at the Center of Every Client Relationship

Financial planning has always been essential. Rarely has it been exciting—or truly central to the advisor-client relationship. Matt Wilson, Head of Business Strategy at Envestnet MoneyGuide, is working to change both. From goals-based planning and collaborative client tools to the upcoming Dash product and a pragmatic AI roadmap, Wilson lays out what a genuinely planning-first practice looks like—and how the technology to support it is finally catching up to the vision.

TAMPs

Private Markets, Managed: How Envestnet Is Closing the Operational Gap for Advisors

Private markets investment demand is growing—but the operational complexity has kept many advisors on the sidelines. Envestnet’s Todd Rais, CAIA, Head of Research & CIO Support, explains how the platform is changing that: automated trade window management, built-in wash sale rule enforcement, compliance guardrails, and a near-term road map that eliminates the need to leave Envestnet when working with semiliquid vehicles. The investment case was never the problem. The infrastructure is catching up.

TAMPs

SS&C ALPS Advisors + SS&C Black Diamond: Tax-Aware Optimization as a Native Rebalancing Capability

Financial advisors have been cobbling together third-party tools and spreadsheets to capture tax alpha for years. SS&C ALPS Advisors and SS&C Black Diamond Wealth Solutions spent five years building a different approach—a tax-aware optimization engine that lives inside the Rebalancer advisors already use. Alex Hagmeyer, Co-CIO at SS&C ALPS Advisors, explains how the platform handles household-level transitions, active tax management, and proposal generation without forcing advisors into manual tax-lot analysis.

TAMPs

Getting Comfortable Being Uncomfortable: How Smartleaf Helps Advisory Firms Embrace Deep Change to Grow

Strip away market gains, and most advisory firms grow at just 0–3% annually. Jerry Michael, President of Smartleaf, argues the barrier to double-digit growth isn’t technical capability—it’s psychological. Firms that embrace deep operational change report dramatic results: doubled efficiency, quadrupled account sizes, and business doubling every two years. But transformation requires what one client calls “getting comfortable being uncomfortable.” The question: will firms step out of comfort zones before the next downturn exposes their weaknesses?

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