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Outdated systems?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Say goodbye to outdated tech and hello to a platform that works as hard as you do.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.
Integrated data, reporting and insights at the firm, advisor, and client level, all on one screen
Operational efficiencies in billing, reporting, onboarding, trading, portfolio management, and compliance
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.
Why Amplify
Hear how your whole firm can
operate on a single pane of glass
Amplify at a glance*
$20B
AoP
615
Advisors
35,427
Households
*As of June 30, 2025
Featured partners
Our winning ways
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.