Scaling AUM Efficiently: How Tech, Models & SMAs Drive Growth for RIAs

As financial advisors seek to scale their businesses while maintaining high-touch client service, leveraging model portfolios, TAMPs, and managed account platforms can be a game-changer. By integrating FinTech solutions into their investment management process, firms can increase efficiency, deliver institutional-quality portfolios, and focus more on client relationships.

This webinar with RIABiz explores how advisors can implement technology-driven investment solutions to grow their firms while delivering customized, high-value portfolios to their clients.

Key Takeaways:

• The Rise of Model Marketplaces & Outsourced Investment Management – Understanding when to build, buy, or outsource portfolio management.
• How TAMPs Are Revolutionizing Advisory Firms – The benefits of leveraging a Turnkey Asset Management Platform (TAMP) to improve efficiency and expand service offerings.
• Personalized Investing with FinTech – Exploring direct indexing and tax-efficient household rebalancing through managed account services.
• Enhancing the Advisor-Client Experience – How proposal generation, performance reporting, and automated rebalancing tools are streamlining investment workflows.
• Choosing the Right Investment Technology Stack – Best practices for integrating portfolio management, trading platforms, and risk analytics to create a seamless investment process.

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