The Amplify Platform is a digital all-in-one wealth management solution designed to help firms increase efficiency, improve client outcomes, and ultimately drive growth. Amplify is redefining the TAMP. With an ease-of-use technology focus, our "Technology Asset Management Platform" automates and integrates the daily functions of a wealth management practice onto a single pane of glass. Amplify combines a customizable chassis with experienced integration consultants and a hands-on support team to provide an integrated, scalable solution for RIAs, broker-dealers and OSJs, and multi-family offices. With digital client onboarding, an institutional model marketplace, customizable portfolio management and trading tools, and integrated billing, analytics, and reporting—as well as three-dimensional compliance oversight and practice metrics—Amplify’s unified, multi-custodial platform makes it the ideal solution for growth-minded wealth management firms.
Enhanced UMA Trading Interface
Amplify now permits true UMA trading with multiple entry points, yet a single interface, depending on a user’s needs: 1) UMA portfolio trading for third-party (SMA) managers and individual securities (enhancement), 2) UMA account level trading the same capabilities (enhancement), 3) UMA trading via the Rebalancer tool (enhancement), and 4) model manager trading and rebalancing (existing). Drift thresholds, tolerance ranges, and position-level restrictions are customizable across all trading functions. True UMA trading functionality for Rep-as-PM users can be toggled on or off at the user level. UMA trading now allows for surgical trading of individual positions, even when model managers are resident in a portfolio or account, as well as customization of the trade interface by each user. Integrated compliance surveillance extends across all interfaces.