Integrated Advisor Platform (IAP) FAQ
An Integrated Advisor Platform (IAP) is a next-generation solution purpose-built to support independent financial advisors. Unlike traditional TAMPs, an IAP offers customizable services, seamless technology integration, and complete control—all wrapped in a partnership model that puts you in charge of your brand, your clients, and your growth.
Think of a TAMP as a rigid, outsourced service provider. An IAP, on the other hand, is a strategic partner. Here’s how they differ:
- Control: IAPs let you own your brand and client experience—TAMPs often dilute both.
- Customization: IAPs offer flexible, modular service models. TAMPs force a one-size-fits-all approach.
- Technology: IAPs provide an integrated tech stack that works with your tools. TAMPs typically rely on patchwork systems.
- Relationship: IAPs are built around collaboration. TAMPs are transactional.
Because advisors told us they wanted more—and deserved better. They needed:
- More flexibility
- More transparency
- More independence
We listened. The IAP model was built to restore control to the advisor while keeping the efficiencies of a support platform. It’s not just an upgrade—it’s a shift in philosophy.
Absolutely. But here’s the difference: you choose how much or how little investment management support you want. You’re not locked into a cookie-cutter model—you’re in control of the strategy and solutions that fit your practice.
No disruption, just improvement. The transition to an IAP is seamless for clients. The biggest change? You’ll have more freedom to tailor the client experience to your standards—without compromise.
Yes. IAPs are built to integrate, not replace. Whether you use Salesforce, Orion, eMoney, or other tools, our platform syncs with your CRM, reporting, and planning systems to provide a unified, efficient experience.
No catch. IAPs operate under transparent, advisor-first agreements:
- No non-competes
- No asset lock-ins
- No surprise fees
- You retain 100% control and ownership of client relationships
You’re free to grow, scale, and even transition—on your terms.
It means you’re no longer stuck with outdated systems that limit your potential. With an IAP, you gain:
- A partner invested in your long-term success
- The tools to deepen client relationships and scale your business
- The freedom to operate how you want—with no compromises
The industry has changed. Client expectations have evolved. It’s time your platform caught up.
Let’s explore what an IAP could mean for your business:
- Schedule a Call – Talk to our team about how a transition would work for you
- Learn More About the IAP Advantage – See how other advisors are scaling smarter
