Why move from client-server portfolio accounting software to a TAMP

Download our ebook “Technology Guide for Small to Midsize Investment Firms – Choosing a TAMP Solution” and find out the comparison between a client server software versus a turnkey asset management platform. Learn why it’s time to ditch your legacy software, get out of spreadsheets and embrace cloud technology.

The financial industry is behind the times with technology adoption for many reasons. The Financial Times says U.S. laws tend to favor legacy software companies, which makes it harder for innovators to disrupt with new technologies.

Yet, financial technology adoption among consumers is spreading fast, and if RIAs don’t meet consumer demand for seamless, integrated online experiences, they risk obsolescence. EY’s “Global Fin Tech Adoption Index” in 2019 found that fintech adoption nearly doubled from January 2018 to June 2019. With the spread of COVID-19, cloud-based technology will only increase in use. Learn more about client server software versus a TAMP.

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Automation Guide for RIAs


Fee compression and new forms of competition are real threats to growth. In this sink or swim environment, RIAs need to be more efficient than ever.

Investment managers shouldn’t be doing time-consuming, manual work… especially when it can be automated.

Learn more about what workflows you can automate and how you can get started, even if you’re not sure how to implement automation yourself.

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