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Enterprise iQ

Access to your entire business. In one place.

Make informed, confident business decisions, putting data-driven insights into everyone’s hands. Success in the business of providing financial advice is driven by access to key information. Quickly. Intuitively. Enterprise iQ puts you in the seat of command so you can make better decisions for clients and advisors.

Screenshot of Amplify's Enterprise Dashboard showing insights into all of the firm's AUM including asset type and book composition.
Visibility leads to action.

Run your advisory firm like an enterprise.

Managing client wealth is complex. Using time and resources prudently is key to better outcomes for clients and advisors alike. Finding the right tools and tech to stay ahead of the curve is time-consuming. Getting them to work together seamlessly is often elusive. With Amplify’s Enterprise iQ serving as the dashboard for your RIA Operating System (ROS), you can stay focused on running your advisory firm instead of wasting time (and money) integrating disparate systems and processes.
A screenshot of the Amplify Research screen showing an Advisor's book composition and book metrics.

Data-driven insights.

Focus on proactive decision-making rather than reactive tasks with Enterprise iQ. Using data-driven intelligence, gain global perspective on your business and identify opportunities for improvement and for repeating successes. With Amplify’s cloud-based ROS, your entire wealth management enterprise—from portfolio modeling to risk management to custodial interactions—is always accessible to your key decision-makers.

Focus on what matters.

Because Amplify is both modular and fully integrated, our team will ensure your firm gets the functionality and efficiency needed. Nothing less. Nothing more. The best part? You can easily scale up as your advisory business grows. Amplify allows you to focus on the moments that matter most: obtaining and retaining your valued clients and advisors.
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Better tools for better outcomes.

The RIA Operating System (ROS).

Amplify provides simplicity and ease of use without sacrificing usability or functionality. Create more opportunities to grow your wealth management enterprise without increased friction to people and processes. Run your advisory firm on a single-pane-of-glass ROS that recognizes where you need to be tomorrow, not just where you are today.

Our take on what a wealth management platform should be.

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