What are the two most important aspects to a TAMP’s tech platform?

1) Ease of use–after looking at the tech of just about every other TAMP in the marketplace, we are confident that our tech stack is the EASIEST to use (it’s really idiot proof when it come to opening accounts, making trades, etc.).

2) Capabilities–we found it amazing how limited the capabilities were of many of TAMPs in the marketplace. Did you know that many of them can’t trade individual bonds? Did you know that some of them can’t “sleeve” (or easily sleeve) multi-manager portfolios.

We believe our TAMP technology is light years ahead of our competitors which will make our user experience much most pleasant (less headaches and aggravation) for our advisor users.

OnPointe Risk Analyzer

Every TAMP should have a DIRECT tie in with a risk assessment tool. Not only does our TAMP have a direct tie in with a risk analysis tool, but it it tied in with most accurate tool in the industry.

Inside OnPointe Risk users can have access to data on our 3rd party managers AND our multi-managers portfolios. This will allow advisors to show clients/leads the value of using certain managers and/or our multi-manager portfolios to generate better risk-adjusted returns than what they are currently invested in.

Watch a video Showing the Power of Using OnPointe Risk Analyzer