Turnkey Asset Management Program Advisory
Turnkey Asset Management Programs (TAMPs) have continued to evolve, growing in importance as advisors seek to move closer to the center of their clients' financial lives with services outside of portfolio management. Traditionally, TAMPs have been considered more of a service offering than a technology but the more TAMPs evolve, the more emphasis is placed on how these services are accessed, consumed, executed, and maintained. This has lead to TAMPs evolving into technology platforms, often in their own right.
Why WealthTech Strategy Partners
1
Deep Expertise
Headed by Scott MacKillop, a 6-times innovator in the TAMP industry with over 45 years of experience. Combined with WealthTech Strategy Partner's intense industry focus, we can focus on the nuances, not just the numbers, to accelerate growth, improve positioning and find the right capital or strategic partner.
2
Strategic Relationships
As far as we know, we are the only investment bank focused exclusively on WealthTech. This focus not only helps us to truly understand the dynamics of the WealthTech space, it helps us to cultivate the necessary strategic relationships to facilitate conversations and help connect the pain points with the solutions.
3
We Love "Go Shops"
If you have received a bid for your TAMP and are unsure if it is the right one, we can execute a "go shop" to quickly see if we can find a better fit or better valuation for you. Our industry contacts, speed of execution, and flexible fee structures are designed to make sure you have the right price and put the Board's mind at ease.