21 Things to Know About Your TAMP

Your Guide to Selecting the Right Provider

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 the following questions can aid your evaluation process.

Table of Contents:

    Training & Onboarding

    Client Service

    Experience & Expertise

    Product & Pricing

    Trading & Investments

    Compliance

    The Nitty Gritty Details

    21 Questions to Ask Your TAMP:

    Home Office

    01

    “What makes you different from other TAMPs?”

    Home Office

    CLIENT SERVICE

    04

    “Can you provide examples of your previous work, especially projects that are similar to ours? Additionally, do you have specific experience in our industry or with products like ours?”

    05

    “Can you provide examples of your previous work, especially projects that are similar to ours? Additionally, do you have specific experience in our industry or with products like ours?”

    Onboarding

    06

    “Can you provide examples of your previous work, especially projects that are similar to ours? Additionally, do you have specific experience in our industry or with products like ours?”

    07

    “Can you provide examples of your previous work, especially projects that are similar to ours? Additionally, do you have specific experience in our industry or with products like ours?”

    Transitioning

    08

    “Can you provide examples of your previous work, especially projects that are similar to ours? Additionally, do you have specific experience in our industry or with products like ours?”

    09

    “Can you provide examples of your previous work, especially projects that are similar to ours? Additionally, do you have specific experience in our industry or with products like ours?”

    10

    “Can you provide examples of your previous work, especially projects that are similar to ours? Additionally, do you have specific experience in our industry or with products like ours?”

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