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.
Smartleaf Asset Management (SAM) is redefining TAMP capabilities with automated, household-level tax optimization. While many firms struggle to implement true UMH solutions, SAM seamlessly delivers real automation, freeing advisors from manual portfolio management while enhancing tax efficiency. With proven results in market volatility, daily tax savings reports, and scalable personalization, Smartleaf empowers advisors to focus on client relationships and strategic guidance.
In an industry racing toward consolidation, USA Financial Exchange has built its TAMP around a radical idea: let advisors be themselves. Through integrated services, flexible technology, and a commitment to peer networking, the firm demonstrates how putting relationships first can create stronger partnerships between advisors and their platform provider.
