The marketplace offers outsourcing providers and financial advisors rich opportunities in a transforming industry.
Boston, November 13, 2018 – Turnkey asset management platforms (TAMPs) are critical in U.S. wealth management and include end-to-end technology platforms and outsourcing capabilities along with comprehensive options for investment research and portfolio management. Outsourcing once meant speed to market, but in today’s complex business it means the ability to focus on business growth, client relationships and servicing, and, for some firms, acquisitions.
This Impact Report focuses on TAMPs and investment operational outsourcing providers and is based on August and September 2018 interviews that Aite Group conducted with 14 firms offering outsourcing services to the independent RIA community and broker-affiliated financial advisors. The report also contains data collected from U.S.-based financial advisors in 2016 and 2017 as part of a study conducted annually by Aite Group.
This 34-page Impact Report contains nine figures and three tables. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.
This report mentions 3 Asset Management, AssetMark, Brinker Capital, CapTrust, Dynasty Financial, Envestnet|PMC, BNY Mellon’s Fidelity, Focus Financial Partners, Hightower Advisors, Lockwood Advisors/BNY Mellon’s Pershing, Mariner, Morningstar, Orion Advisor Services/FTJ FundChoice, SageView Advisory Group, SEI, SmartX Advisory Solutions/SS&C Advent Black Diamond, Symmetry Partners, United Capital Financial Advisors, and Vestmark.