Four Characteristics of a Strong TAMP

The acronym ‘TAMP’ (Turnkey Asset Management Platform) is used freely across the financial industry, denoting an investment platform used to facilitate and streamline investment operations. The proliferation of the term, TAMP, has been spurred by the several different...

Finlocity RIA Summit. June 24th, 2020

Finlocity RIA Operations Summit, hosted in June 2020, provided some great insights on the managed accounts space and the role of technology in a RIA’s day to day business operations.  Hear from Evan Rapoport, CEO, and Jonathan Pincus, President & COO, about...