A modern
Turnkey Asset Management Program (TAMP), tailored to the investment needs of your firm

Gain access to hundreds of traditional, alternative and indexing strategies from asset managers that help your firm offer a multitude of investment solutions that can be utilized based on your clients’ unique investment goals and characteristics.

Every investment management firm on the broad platform is subject to a due diligence process and is assessed on its diverse mix of investment strategies, philosophy, and established track record of investment performance. 

Efficiently manage an unlimited number of portfolios while accounting for specific risk tolerances, objectives, and tax scenarios. Unified Managed Account (UMA) support helps firms build and manage well-diversified portfolios with multiple sleeves, combining a variety of investment strategies into one account.

All elements of your firm's investment management process can be supported depending on specific needs, offering real-time trading, rebalancing and drift management across key custodians.

AdvisorEngine Portfolio Solutions streamlines your trade management process— executing trades, managing model rebalancing, and handling customization automatically— helping to reduce operational burdens while increasing accuracy, supporting compliance efforts, and driving scale.

Leverage real-time, powerful portfolio reporting capabilities to efficiently monitor performance across your business and better prepare for client meetings as you guide them on their unique investment journeys.