Defender

Manage your reputation effectively and efficiently.

Transform the compliance experience and optimize risk management in a secure, trusted cloud environment. Protect your most valuable assets: your clients, your advisors, and your firm’s reputation.

Actual Intelligence.

Proactively move toward better practices and policies.

In a busy wealth management enterprise, compliance oversight can suffer from regulatory fatigue and resource constraints. Often, the right surveillance tools are not available to your compliance staff or outsourced provider. Or, if the tools are available, they are not intuitive or scalable. Amplify Defender overcomes these obstacles to give your Chief Compliance Officer (CCO) a seat at the firm’s decision-making table once again.

Stay in front of potential issues.

By its very nature, elimination of risk in the business of providing financial advice is not possible. But risk optimization is achievable. Amplify Defender provides your firm with nimble, insightful tools to isolate essential information, identify potential problems, and manage overall risk factors across the enterprise. A trusted, scalable compliance process allows you to maintain a solid reputation, and to attract and retain the talent which will set you apart from your peers.

Breadth and Depth. Simplified.

Amplify Defender goes beyond the surface of compliance issue identification. Precision note taking and audit tracking capabilities mean your team will always be able to drill down to the heart of a concern, address it where it occurred, and maintain the necessary books and records for audit and legal purposes. Effortlessly.

Manage your business and your reputation.

Without the friction.

Running a successful wealth management business is all-engaging. Maximize time and talent effectively by partnering with an RIA Operating System (ROS) that understands your needs, intuitively adapts to changes in the industry, and grows with you. Amplify was designed to give your enterprise all the power it needs on a single pane of glass so you can stay focused on what matters most.

Our take on what a wealth management platform should be.

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Defender

Manage your reputation effectively and efficiently.

Proactively move toward better practices and policies.

Stay in front of potential issues.

Breadth and Depth. Simplified.

Without the friction.

Amplify your firm.

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