Americas Best TAMPS 2024 - 9

2024 AMERICA'S BEST TAMPS
hile scale is the ultimate gauge of success in our industry, it's hard
to build scale without a compelling and tangible value proposition.
Any TAMP can blow through a mountain of venture capital money
attracting assets to the platform, but keeping the accounts beyond the
honeymoon period requires heavier lifting. After all, you're asking advisors
to hand over the keys to their entire career: the clients, the portfolio, the
reporting, even the billing. Execution needs to be as close to perfect as
possible.
We asked the 350,000 advisors in our network to share their experience
with various platforms. Popularity had nothing to do with it. If only one
advisor spoke up and loved you, you did well. If thousands took the trouble
to rate you " average, " the weight of their lack of enthusiasm dragged you
down. And it only takes a few disappointments to knock you out of the top
tier entirely. Remember, you aren't a discretionary expense for the advisors
you work with. You're essential. They trust you.
In our view, every TAMP that wants to be a viable competitor needs to hit a
BEST
SERVICE
1
PLACE
BEST
TECHNOLOGY
1
PLACE
TM
2024 Wealth Advisor Subscriber Survey Results
W
sweet spot in terms of three crucial areas of business. You need technology
that creates more efficiencies than complications. You need human beings
behind the technology who can solve problems and provide coaching. And
you need to deliver investment solutions that help you hold onto your clients
and capture new ones.
You'll notice that these rankings are fluid. Last year's winners don't always
translate into what advisors are telling us about how you're doing now.
Platforms that try to skimp on human talent or coast on aging systems will
suffer as new names rise to the top. There's always room for startups with
fresh ideas and disruptive ideas. Even if you're not a giant today, you can still
have what it takes to become a big name in years to come.
And remember, these scores are relative in the aggregate but when you drill
down into each advisor's professional experience, the numbers are absolute.
Don't settle for giving them an " average " relationship. Excel. If you want to
be a winner, keep telling your story and keep innovating. Listen to advisors
and give them what they need.
BEST MODEL
MARKETPLACE
1
PLACE
TOP TAMP
(OVERALL)
1
PLACE
2
2
PLACE
PLACE
2
PLACE
2
PLACE
3
3
PLACE
PLACE
(three-way tie)
3
PLACE
3
PLACE
Disclaimer: Each TAMP ( " Provider " ) included in America's Best TAMPs 2024 is based on the results presented above of an independent survey of all Wealth Advisor subscribers. The methodology used for
this independent survey of The Wealth Advisor's registered subscribers was deployed on April 22 and closed on April 29, 2024. The survey uncovered advisor familiarity and overall satisfaction covering
three categories set forth above for the TAMP solution providers we track. Additional survey results will be published in updates to 2024 edition of America's Best TAMPs. Each TAMP provider paid the same
sponsorship fee to be listed in America's Best TAMP's. Sponsorship fee has no tie-in or connection to survey results. The fee entitles providers to also receive marketing services from The Wealth Advisor.
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Americas Best TAMPS 2024

Table of Contents for the Digital Edition of Americas Best TAMPS 2024