SCOTTSDALE, ARIZONA (December 12, 2024) — Amplify Platform, a unified all-in-one wealth management platform for financial services, was named the winner of ThinkAdvisor 2024 Luminaries Award for “Unified (All-in-One) Systems Firm Award – Innovation.” The recognition was announced during the annual ThinkAdvisor’s Luminaries gala, held this year in Las Vegas. Now in its fourth year, the Luminaries redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals.
The “Unified (All-in-One) Systems Firm Award – Innovation” category recognizes firms that have gone above and beyond by introducing interesting, dynamic and new client programs, products, services or other recent successes. Amplify was nominated for its enhanced Client Dashboard which provides advisors with a more intuitive and streamlined portal for accessing key data across client households, simplifying the assessment of overall portfolio profiles, making notes and comments, and efficiently inspecting account details.
“Amplify is honored to receive this prestigious award from ThinkAdvisor,” said Vickie Lewin, Chief Growth Officer at Amplify. “We’ve been committed to modernizing wealth management since day one. This recognition is a testament to our belief that an integrated tech stack is essential for advisors that want to deliver better outcomes for their clients, and do so at scale, without sacrificing quality. Our team is energized to keep pushing the envelope and building solutions that address the evolving needs of leading wealth management firms.”
By setting a new standard for recognition based on remarkable achievements and innovation, the ThinkAdvisor 2024 Luminaries Awards program inspires the industry to reach greater heights of leadership, creativity, and community engagement. A panel of independent judges made up of distinguished industry professionals determined the 2024 winners, who were recognized during an awards event at the Fontainebleau Las Vegas on December 11-12, 2024.
“The 2024 Luminaries Awards continue to push the boundaries of what excellence means in the financial services industry,” said Janet Levaux, editor-in-chief of ThinkAdvisor. “This year’s winners have not only demonstrated exceptional leadership and innovation but have also shown a deep commitment to making a positive impact on their communities and the industry at large. Their contributions are a testament to the dynamic and evolving nature of our business, and we are proud to highlight their achievements as examples for others to follow.”
About Amplify
The Amplify platform is a unified wealth management ecosystem focused on maximizing efficiency, improving client outcomes, and driving growth for the enterprise and advisor. Amplify automates and integrates the daily functions of a wealth management practice onto a single pane of glass. The platform combines a customizable chassis with experienced integration consultants and a hands-on support team to provide an integrated, scalable solution for RIAs, broker-dealers/OSJs, TAMPs, and multi-family offices. Amplify provides seamless digital capability around client onboarding, an institutional model marketplace, true UMA trading, and client lifecycle tracking, as well as integrated surveillance, billing, analytics, and reporting. Intuitive dashboarding for all firm stakeholders is driven through visibility funnels that provide clarity across daily business functions. Amplify’s cloud-based, multi-custodial framework makes it the ideal all-in-one platform for growth-minded wealth management enterprises.
Amplify is headquartered in Scottsdale, Arizona. To learn more, visit amplifyplatform.com.
About ThinkAdvisor
ThinkAdvisor (ThinkAdvisor.com) provides financial advisors, registered investment advisors, and wealth managers with comprehensive coverage of the products, services, and information they need to guide their clients in making critical wealth, health, and life decisions. The website showcases advisors adapting and succeeding in new ways, translating the impact of industry regulation, dealmaking, and technology into digestible coverage, so advisors have more time to spend advising clients and running their businesses.
Contacts
Amplify Platform | [email protected]
Stoyan Bojinov | [email protected]
Taylor Henigsman | [email protected]
