Annuities and insurance have long been staples of wealth management, but for too long, these items have been stuck in the financial planning shadows; they’ve been treated as extras instead of essentials. SS&C’s Black Diamond® Wealth Platform is changing that.
“At Orion, we’re dedicated to equipping advisors with the personalized tools they need to deliver bespoke experiences—an essential advantage when serving high-net-worth investors and multi-family offices.”
Advisors interested in leveraging the time savings, cost efficiency, and investment management benefits of a modern TAMP don’t need to let the fear of an arduous transition hold them back. Below, we address three common misconceptions about TAMP transitions to help you make a more informed decision.
Alternative investments are reshaping advisor portfolios, but complexity and operational barriers have historically limited implementation. GLASfunds offers advisors a comprehensive platform that simplifies access to alternatives through education, streamlined operations, and scalable technology—enabling them to confidently expand their investment capabilities while delivering enhanced client outcomes.
Focus Partners Advisor Solutions is redefining what a TAMP can be for independent financial advisors by building a unique model centered on human relationships and community. Through dedicated advisor councils, peer learning groups, and comprehensive support services, Focus Partners helps advisors break through growth barriers and serve high-net-worth clients with family office–caliber solutions.
As traditional TAMPs race to differentiate through digital tools, Brookstone Capital Management has charted a different course. By combining sophisticated technology with intensive practice development support, succession planning expertise, and deep insurance knowledge, the firm has created a partnership model that delivers what advisors need most: a clear path to sustainable growth.
Designed to help advisors solve common business challenges while propelling their business growth, these services include client meeting support, virtual assistant support, and scalable and affordable financial planning and risk management tools.
