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Power Your Growth.
Simplify Your Day.

The tools you need to build the advisory business you want

Outdated systems? Clunky tech that slows you down? Amplify is here to change the game. Built by financial advisors who’ve been in your shoes, Amplify delivers the sleek, modern tools you need to simplify your workflows, take control of your data, and grow your business—all from one integrated platform.

Modern tools for advisors who refuse to settle

Say goodbye to outdated tech and hello to a platform that works as hard as you do. Amplify brings everything together securely and efficiently, so you can focus on growth, not tech headaches.

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Integrated data, reporting and insights at the firm, advisor, and client level, all on one screen

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Accessible support from a team of in-house specialists: One point of contact for all platform systems

How Amplify works for everyone

Amplify seamlessly brings together data, tools, and expert support to free advisors and firms from old tech frustrations and help them scale with ease.

  • 1For your firm
  • 2For advisors
  • 3For clients
  • Centralize data across custodians and systems for instant access and actionable enterprise insights.
  • Onboard advisors and clients faster with intuitive, automated workflows.
  • Manage compliance, trading, and reporting with personalized, multi-tiered tools.
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Why Amplify

Hear how your whole firm can
operate on a single pane of glass

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Amplify at a glance*

$19.18B

AUM

566

Advisors

33,609

Households

*As of December 31, 2024


Simplify. Clarify. Amplify.

You’ve outgrown yesterday’s tech. Let Amplify help you streamline your business, deliver value to your clients, and focus on growth.

Discover what Amplify can do for you.