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The client relationship. Simplified.

Remove the hassle at the start of the advice journey with a 360-degree view of each client relationship. Focus on what you do best: helping clients succeed. Clarity is a powerful ally for your advisory practice. Efficiently capture and capitalize on key insights to help clients move toward their goals. Spend more time on client solutions and less on locating data or closing communication gaps.
Screenshot of Amplify's CMS "Clarity" notifications.
Nurture your most important asset.

Create enduring relationships.

Clients are the apex of your advisory business. It’s time to demand more from your platform to nurture those relationships. With Clarity, you no longer need to run side-by-side systems for tracking important client information like income, insurance protection, and family relationships. Clarity helps you organize key data efficiently so you can tie portfolio management, risk, and financial planning goals to the outcomes your clients want. Effortlessly. In one place.
A screenshot of the client dashboard of Amplify's CMS "Clarity"

Control the client (and advisor) experience.

Clarity is supported by robust performance reporting and portfolio analysis tools, as well as a client portal. Control and customize how clients and advisors consume data. Share documents securely. Add third-party accounts to gain a complete view of each client’s financial picture.

Support and flexibility.

Our team supports your advisory business by creating a customized Amplify experience. We keep your brand and messaging front-and-center so clients, advisors, and firm leadership remain on the same page. Consistency is key. Flexibility is a bonus. With Amplify, you can have both.
A screenshot of the client net worth view of Amplify's CMS "Clarity"
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Innovation with stability in mind.

Stay focused. Stay on the path to success.

Give your wealth management enterprise a future-ready solution that won’t disrupt the stability your clients and advisors require. We are agile and aware of what it takes to remain successful in the pursuit of satisfactory, long-term outcomes. Find out how Amplify’s RIA Operating System (ROS) is powering the advisory business of tomorrow.

Our take on what a wealth management platform should be.

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