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TAMPS Model Marketplaces
AMPLIFY TECHNOLOGY, LLC
Tax Loss Harvesting
As a follow-on to Amplify’s the Rebalancer and UMA trading enhancements through the Trade Engine in 2022, we made additional enhancements which improve efficiencies for platform users around identification and execution of tax-loss-harvesting opportunities. This enhancement provides true UMA capability across the tax-loss-harvesting experience.
The Amplify platform is a unified wealth management ecosystem focused on maximizing efficiency, improving client outcomes, and driving growth for the enterprise and advisor. Amplify automates and integrates the daily functions of a wealth management practice onto a single pane of glass. The platform combines a customizable chassis with experienced integration consultants and a hands-on support team to provide an integrated, scalable solution for RIAs, broker-dealers/OSJs, and multi-family offices. Amplify provides seamless digital capability around client onboarding, an institutional model marketplace, true UMA trading, and client lifecycle tracking, as well as integrated surveillance, billing, analytics, and reporting. Intuitive dashboarding for all firm stakeholders is driven through visibility funnels that provide clarity for daily business functions, quickly. Amplify is the RIA Operating System (ROS). The platform’s cloud-based, multi-custodial framework makes it the ideal all-in-one platform for growth-minded wealth management enterprises.
www.amplifyplatform.com
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*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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