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The Advisor's Edge.

The Enterprise Advantage.

Amplify delivers a scalable and flexible digital wealth management ecosystem that enriches all aspects of your firm and empowers your advisors to focus on winning the moments that matter.

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The amplify Platform is...


Give advisors and firms maximum control


Rich engagement architected on simplicity


Run your firm from a unified system


Ensures a streamlined experience


Multi-factor authentication and end-to-end encryption

The Advisor's Edge


Aggregate every ownable asset. Enhance productivity, processes and pipeline visibility.

Research & Analysis

Analyze & visualize portfolio data instantly. Turn ideas into investment decisions.

Client Management

Quick access to key information like product usage, communication preferences and lifetime value.


Work without limits: any data, unlimited scale, tailored to your client needs and expectations.

The Enterprise Advantage

Enrich Advisor & Client Experience

The communications Paradigm is changing for both clients and advisors. With emerging new tools and technology come new expectations.


The financial world isn’t getting any simpler. The industry is changing. Investor demands are growing.

Navigate Risk & Compliance

Regulation and uncertainty seem to go hand in hand these days. In many cases, firms are still grappling with addressing existing requirements as new ones are announced, revised, delayed and revised again.

Drive Revenue

More data is available at our fingertips today than ever before. But without the ability to make sense of it and transform it into actionable information, that data becomes mere noise.

Amplify Complete

Modern, fully-integrated, unified solution

An integrated technology stack that allows the entire enterprise to work on a single interface. Customized and configurable for the front-, middle-, and back-office to allow for advice and support at every stage of the clients' wealth management journeys.

Amplify Invest

The next generation portfolio management and trading

Web-based portfolio-modeling and trade-order management engine with an intuitive design and comprehensive features. Access a scalable and flexible, tax-aware, multi-asset portfolio in a single account whose contents are designed to meet your clients' specific investment needs. Tailor a partially- or fully-outsourced solution.

Advisor as Portfolio Manager
Manager Marketplace
Unified Managed Account

Amplify Shield

Navigate risk & compliance

Protect your business and make more informed decisions with Amplify Shield’s built-in tools for managing regulatory and business risk. Unify your risk assessments from client questionnaires, to portfolio modeling, proposals, and ongoing household monitoring.

Amplify Consulting

We help anticipate what's after what's next

We bring critical questions into focus, which lead to bolder strategies, simplified operations and sustainable growth. Our sharp understanding of the state of play allows us to shift discussion from reacting to change, to helping shape it.

Built for Enterprise
from Day One

Improve workflow efficiency

Stronger compliance oversight

Elimination of technology silos

Enhanced client service for faster growth

Better transparency across accounts

Easy on-boarding and advisory-friendly interface


Digital Predator.

Digital Prey.

Which will you be?

Contact Us

Talk to us about creating a custom-configured platform unique to your firm's needs. Please enter some details about your firm and a member of our team will reach out to you soon.

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