AdvisorEngine Portfolio Solutions re-imagines TAMP experience to deliver a fully-connected practice platform
- 7 hours ago
- 1 min read
AdvisorEngine Portfolio Solutions re-imagines TAMP experience to deliver a fully-connected practice platform
AdvisorEngine Portfolio Solutions (AEPS) launched a new turnkey asset management program (TAMP) unified within its existing wealth management technology platform.
The platform aims to eliminate traditional TAMP constraints by allowing advisors to maintain individual investment approaches rather than forcing them into standardized templates.
AEPS provides a model marketplace featuring over 1,500 investment strategies from more than 300 different asset management firms.
High-net-worth clients are supported through access to alternative investments, direct indexing, and advanced Unified Managed Account (UMA) capabilities.
The solution emphasizes tax-smart investing through automated tax-loss harvesting, lot-level tracking, and customizable transition rules for onboarding assets.
Native integration within the AdvisorEngine ecosystem automates digital onboarding, fee billing, trading, and performance reporting to reduce operational complexity.
The unified architecture enables RIA firms to scale their businesses while preserving the ability to personalize the client experience.
Knote: This is just plain smart. TAMPs are a great business about to get even better when they become the gatekeepers for alternatives distribution into the wealth channel. And, if Orion is anything of an indication, advisors appreciate having their models tightly integrated into their advisorOS.