What We're Thinking About
Evaluation Guide
24 Things to Know About Your TAMP
If you feel stuck choosing between technology and service, then it’s time to evaluate whether your TAMP is the best fit for you. Whether you’re switching TAMPs or deploying a new TAMP model at your firm, asking these 24 key questions can aid your evaluation process.
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Access The List
FEATURED EBOOK
7 Keys to Partnering with the Right TAMP for Your RIA
Selecting the right TAMP for your practice requires thorough due diligence when evaluating competing offers. But what should you be looking out for? What is most important to you, and to your clients? How can you ensure you get a suite of solutions that will meet your evolving needs?
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valuation guide
How Your Investment Management Processes May Affect Your Firm Valuation
Maximizing the value of your RIA firm prior to sale or acquisition is critical to your long-term financial well-being. Here are some ideas that can
help you in that endeavor.
- define your legacy
WHITEPAPER
Should You Outsource Your Investment Management?
Understanding the benefits and the tradeoffs of outsourced investment management will help you make the decision that is right for you and your practice. Any investment advisory firm considering a TAMP needs to ask themselves these 3 questions.
- explore outsourcing
EBOOK & WHITEPAPERS
Resources for RIAs & Home Offices
Whether you're a firm with two people or two hundred people on staff, there's a case for outsourcing to a Turnkey Asset Management Platform (TAMP) like GeoWealth. Dive into these resources to help you determine if it makes sense to outsource your trading, model management, or back office to a TAMP.
Supercharging Your Growth with a TAMP
See the power of GeoWealth's TAMP for RIAs, including client case studies.
5 Red Flags to Avoid When Choosing a TAMP
Advice on finding the TAMP that suites your firm’s needs.
Making Your Home Office Models Feel Turnkey
A guide for efficiently managing your home office models via a TAMP.
The Case for Outsourcing Trading Operations
How an outsourced trading partner can cut your marginal costs on recurring trades.
LOOKING TO START FRESH?
For Breakaway Advisors
Breaking Away the Right Way
A blueprint of best practices for launching your new firm, presented in an easy-to-follow, two-phased approach across 6 key areas.
Advisor Launches New RIA & Increases Payout by 180%
Sharing the story of an invetment advisor who finally left a wirehouse, started his own firm, and found the partner and profitability he was seeking.
10 Steps to Starting an RIA Firm
Here's our deepest and most detailed into exactly what it takes to start an RIA. Grab a cup of coffee and pour over this 10-step framework.
From the Desk of the COO
Our COO and resident operations guru, Jack Hannah, shares stories and insights for those working in, or heading up, back and middle offices.
Investor Education
For those times that a client comes to you with a seeking to learn more about investment concept or strategy. This is a library of resources that investment advisors can share with their clients.
From the Blog
3 Reasons Advisors Should Use a TAMP to Invest in UMAs
How can a TAMP deepen the positive impact of UMAs on performance reporting, billing, and execution?
Change the Way You Measure Growth
Why you should looking beyond AUM levels to find out what’s impacting the firm’s profit margins and overall profitability.
7 Ways RIAs Can Increase Their Appeal Ahead Of A Sale
Higher valuations are possible by adjusting your approach to common factors such as growth, scalability, tech, and repeatability.
EDUCATION HUB
Take a Deeper Dive
Rounding up some informative resources designed to help advisors and their clients more thoroughly understand the benefit of Turnkey Asset Managament Platforms and the investment vehicles most often accessed through a TAMP.
WHAT IS A
TAMP
WHAT IS A
UMA
WHY USE AN
ETF
ESSENTIALS OF RIA
Marketing
ESSENTIAL FINANCIAL
Glossary