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.Schedule a demo with our team
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
Aggregate every ownable asset. Enhance productivity, processes and pipeline visibility.
Research & Analysis
Analyze & visualize portfolio data instantly. Turn ideas into investment decisions.
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.
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.
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.
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.
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.
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.
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
Which will you be?
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.