What is a TAMP? A TAMP or turnkey asset management program is typically a fee-account technology platform that advisors, broker-dealers, insurance companies, banks, law firms, and CPA firms can use to help oversee and optimize the return of their clients’ investments.
This 54-page complimentary Guide presents the winner’s list — 27 TAMP solution providers who represent nearly $2 trillion in managed wealth. They offer services to financial advisory firms around the country. Providers include well known names like Envestnet, AssetMark, and SEI — all public companies.
