WHO WE SERVE
Focused on advisors.
Built for growth.
Wealth management is about connections—not just between people but also between data, systems, and technology. Yet every day, advisors and firms face challenges with siloed information, fragmented tech stacks, and outdated processes.
Amplify provides a better way: a platform that integrates your operations, enhances efficiency, and empowers you to deliver exceptional client experiences—whether you’re leading an enterprise RIA, running a boutique firm, or serving as a trusted advisor.
Our clients
RIAs— From enterprise to boutique
Amplify solves the challenges of diverse RIA models with tools that streamline operations,
personalize service, and scale with confidence:
Enterprise RIAs
Simplify complex integrations, meet regulatory demands, and personalize service at scale.
Stand-alone RIAs
Add advisors and clients easily, customize portfolios, and drive scale with white-label tools.
Hybrid RIAs
Support diverse product offerings, streamline multi-custodial transactions, and grow AUM with automated workflows.
Bank Trust Companies
Modernize your business by streamlining asset management, administrative tasks, and recordkeeping—delivering customized client solutions with scalability tailored to your business model.
Small to Mid-Sized IBDs
Overcome operational, compliance, and research/trading challenges to boost productivity and effectively compete with larger firms.
Serve sophisticated
clients with ease
Amplify equips advisors, firms, and their teams with the tools to deliver secure, mobile-friendly experiences, real-time reporting, and intuitive support that meet the demands of today’s most discerning clients.
Why Amplify?
Built by advisors for advisors, Amplify simplifies your operations and eliminates the frustration of managing multiple vendor relationships. Our platform integrates the best technology providers in the industry, giving you a single point of contact for all your tools and systems. This streamlined approach saves time, reduces complexity, and lets you focus on what matters most: growing your business and delivering exceptional client experiences.