Amplify is a Wealth Management Industry Awards Finalist for the Fourth Year in a Row

Rapidly growing wealthtech platform marks breakout year, bolstered by leadership hires and new client additions

Scottsdale, Arizona – June 10, 2024 – Amplify a Wealth Management Industry Awards Finalist for the Fourth Year in a Row.

Amplify has been nominated for its fourth consecutive “Wealthie” award by WealthManagement.com, a division of Informa. Amplify was selected as a finalist in the Technology Providers, Unified (All-in-One) Systems category for its Client Dashboard, which summarizes key client household and portfolio data on a single pane of glass, while allowing ease of navigation to trading, reporting, analytics, and account level detail.

Celebrating its tenth year, the WealthManagement.com Industry Awards honors outstanding achievements by companies, organizations, and individuals across the wealth management spectrum. Led by WealthManagement.com director of editorial strategy and operations David Armstrong, a panel of judges from across the industry chose the finalists in each category from over 1,000 nominations submitted. The winners will be announced at an awards ceremony in New York City on September 5, 2024.

“Amplify continues to challenge the status quo in wealthtech,” states Aaron Brodt, Chief Executive Officer and co-founder. “We are constantly rethinking how a unified wealth management platform should be delivered, not just in terms of workflows and back-end functionality, but also ease-of-use. The life of today’s advisor can be crowded and chaotic. We believe a firm’s tech stack should bring clarity that leads to better decision-making, timelier execution, and improved client-advisor engagement. That approach heavily influenced development of the Client Dashboard for advisors, and we are honored by the recognition.”

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.

Media Contact:

William J. Cerynik,
Director of PR and Communications
602-562-7800
wcerynik@amppf.com