Amplify: The platform that powers advisors
Amplify’s cloud-based, integrated platform is purpose-built for financial advisors and firms ready to leave inefficiency behind. From onboarding and trading to compliance and reporting, Amplify brings the tools you need together in one scalable, seamless solution—so you can focus on growing your business.
Our platform doesn’t just simplify tasks—it transforms how you work. By connecting and integrating data from multiple systems into one unified solution, Amplify creates clarity where others create complexity. Customizable tools enable you to shape Amplify to fit your firm’s needs, from enterprise-level operations to personal client relationships.
How Amplify drives success
Integrated features built for advisors, by advisors
Amplify’s intuitive platform and support team deliver real results across the advisor/client relationship lifecycle:
- Streamlined Digital Onboarding: Fast-track client onboarding with automated custodial pathways and workflows designed to save time and reduce errors.
- Advanced Trading & Rebalancing: Master SMA, UMA, models, and Rep-as-PM strategies with Amplify’s powerful trading tools—backed by a team of expert traders.
- Diverse Product Marketplace: Streamline day-to-day asset management tasks with institutional and boutique model portfolios and SMAs.
- Deeper Client Lifecycle Management: Gain a 360-degree view of client relationships to create more meaningful engagement.
- Proactive Compliance and Risk Management: Protect your clients and your firm with tools to track holdings and stay ahead of compliance requirements.
- Simplified Billing & Reporting: Get paid on time, streamline client-ready reports, and deliver actionable insights for advisors—all while saving time and reducing errors.
- Extensive Performance Analytics: Turn firm-wide and account-level insights into smarter, faster decisions.
- Convenient Client Access: Keep your clients connected with a modern, mobile-friendly portal that offers secure, 24/7 access to their accounts.
Why Amplify?
Because you deserve technology built to work like you do:
Entrepreneurs
Make confident, data-driven decisions with tools that simplify your business.
Financial Advisors
Deliver exceptional client experiences with a seamless, integrated platform.
The Amplify advantage
Say goodbye to clunky systems and scattered data. Amplify gives you the clarity, control, and seamless integration you need to focus on what matters most: building a business that thrives with clients who want to stay. And when you need a partner, our team of in-house specialists has the expertise to help you tackle your biggest challenges and grow with confidence.