Scale AUM without Scaling Payroll
Amplify grows firms into enterprises and enterprises into platforms. We automate the work between winning a client and growing their relationship. Built on an AI native data lake, Amplify turns unified data into operational leverage, signature client experiences, and the intelligence to run your business like an institution.
Connected Data Eliminates Tech Stitching
Amplify’s AI-native foundation absorbs complexity instead of creating it.
Amplify replaces fragmented stitching with one authoritative system of record where workflows execute cleanly.
- Digital Onboarding without NIGO Loops: Eliminate approval bottlenecks and money movement delays with automated custodial workflows that reduce cycle time.
- Multi-Custodian Trading That Works: Execute SMA, UMA, and Rep-as-PM strategies across custodians without manual reconciliation or exception aging.
- Product Marketplace with Real Execution: Access institutional and boutique models with lower cost structures and transparent sleeve-level visibility.
- 360° Client Views from One Source of Truth: Complete household intelligence with lineage-tracked data that advisors and leadership can trust.
- Risk & Compliance with Immutable Artifacts:: Reduce exam prep time with uniform controls, consistent evidence libraries, and artifact tracking that eliminates pre-exam scrambles.
- Automated Billing & Reporting in Real Time:: Get paid faster with streamlined fee calculations and client-ready reports generated from the same validated data your ops team uses.
- Enterprise Intelligence Leadership Can Trust:: Firm-wide and advisor-level visibility into AUM flows, revenue, and capacity with real-time accuracy, not lagging data.
- Client Portal with Modern Risk Clarity:: Give clients 24/7 access to unified household views enhanced by QuantumRiskTM insights that build confidence during market volatility.
The Amplify Advantage
Firms keep adding systems and losing clarity. By connecting data, Amplify expands capacity and visibility across teams.
COO / Ops
Stop compensating for infrastructure gaps. Connected data eliminates exception aging and approval bottlenecks.
CEO / MP
Grow without hiring into blind spots. Gain executive-grade visibility across custodians and offices.
CTO / Tech
Stop re-stitching your stack. An AI-native data lake absorbs new systems without breaking existing ones.
CIO / Inv
Stop reconciling positions across disconnected systems. Execute SMA, UMA, Rep-as-PM from one source.
CCO / Comp
Stop scrambling before every exam. Immutable artifacts and evidence libraries replace manual reconstruction.
Built to Scale AUM, Not Payroll
Most RIAs don’t struggle to buy technology—they struggle to connect it. Every new system creates gaps where talented people compensate for fragmented infrastructure instead of driving growth. Amplify’s connected data infrastructure removes those gaps by design. That’s how firms achieve 105% EBITDA increases* and 3.7× higher AUM* per client on average.