Your RIA Tech Stack
Is Costing You More Than You Think
Amplify solves the data problem limiting your growth
and keeps it connected as you scale.
On average, firms that use Amplify to connect their data and automate their workflows achieve 29% operational cost reduction* and 105% EBITDA increases* over three years.
Tech Stitching Creates Blind Spots and Hidden Costs You Can’t See
Every legacy tech stack creates gaps — disappearing data, conflicting insights, reports that look right but aren’t — leaving people to manually reconcile and patch instead of driving growth. Connected data is the new alpha. Amplify’s AI-native data lake serves as a single source of truth across your entire business, from client acquisition to trusted advisor, executing tasks and automated workflows that turn decisions into outcomes — and expressing your signature client experience, not a templated one. All on your data.
Data conflicts eliminated at the firm, advisor, and client level levels via one authoritative system.
Operational costs reduced an average of 29% via automated workflows, reporting, digital onboarding, and real-time business intelligence.
Vendor sprawl reduced by in-house specialists—a dedicated team managing your connected infrastructure, not multiple vendors.
Replace Human Middleware with Connected Infrastructure
Amplify’s AI-native platform connects your data once, then keeps every workflow synchronized as you add processes and build experiences without creating new gaps or breaking existing systems.
- 1For your firm
- 2For advisors
- 3For clients
- Eliminate blind spots with real-time visibility into AUM flows, revenue, and capacity across all custodians—no lagging or conflicting reports.
- Reduce onboarding cycle time and eliminate NIGO loops with automated custodial workflows that execute cleanly.
- Cut exam prep time with immutable artifacts, uniform controls, and evidence libraries that remove pre-exam scrambles.
See How Firms Eliminate Hidden Operation Costs
Watch how RIAs identify blind spots and gain the leverage to scale without proportional increases in headcount.
What RIAs Typically Experience
105%
Average EBITDA Increase
29%
Operational Cost Reduction
4.3x
Higher AUM per Client
** Average results reported by client firms over a three-year period. Results vary based on firm size, structure, and implementation.
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Determine If This Is Your Constraint
In a 20-minute Executive Diagnostic, we benchmark your firm’s metrics and quantify what disconnected data is costing you—blind spots in reporting, payroll lost to manual reconciliation, and the opportunity cost of inaction. Firms with over $1B AUM typically find 5-15% of payroll* absorbed by infrastructure gaps, with reporting cycles compressing 50-80%* once data conflicts are resolved.
Get concrete numbers, not generic promises.