Digital Assets in Institutional Finance: How to Prepare for the Future
From cryptocurrencies to non-fungible tokens (NFTs), many institutional investors initially dismissed digital assets as purely speculative investments. However, this quickly evolving asset class is increasingly capturing institutional investors’ attention. As of 2024, 67% of surveyed institutional investors believe that digital […]
How to Revolutionize Your Client Experience with TAMP Investment Software
As a financial advisor, you likely take pride in your ability to analyze complex data and deliver strong returns. While these strengths are essential, your clients’ experience ultimately determines your success. Just take a look at these statistics: 75% of […]
14 TAMP Features That Can Transform Your Independent Financial Advisory Practice
As an independent financial advisor, you face unique challenges compared to advisors who work at large firms. You must manage every aspect of your practice, from compliance to client relationships, all while providing sophisticated investment solutions and financial guidance. If […]
Five Ways TAMPs Help RIAs with Administration
Independent registered investment advisors (RIAs) have a lot of work on their plates, from attracting new clients to overseeing administrative tasks. Onboarding clients, rebalancing portfolios, and generating reports are just a few critical items on that list. If you’re an […]
Why It’s Time to Overcome Your TAMP Hesitations as a Financial Advisor
Turnkey asset management platforms (TAMPs) have become increasingly popular in recent years. These innovative platforms allow financial advisors to outsource their investment management and streamline their administrative tasks. As of 2018, over half of advisors used TAMPs, and the number […]
How to Choose a Turnkey Asset Management Platform (TAMP)
If you’re a financial advisor, you may be overwhelmed by the wide range of responsibilities in running your business. Along with advising clients, you must also oversee their asset management, regulatory compliance, and administrative tasks. The good news? You don’t […]
What is a TAMP and Should You Use One?
Financial advisors have much on their plates, from attracting new clients to keeping up with ever-changing compliance regulations. Due to this predicament, one-third of financial advisors say focusing on client relationships is challenging. A Turnkey Asset Management Program (TAMP) may […]
Blockchain and the Future of Auditing
If you are still wondering what blockchain is and what it means for accountants, you are not alone. Often considered synonymous with cryptocurrency, blockchain may actually open up accounting to the world of tripleentry accounting.