What Is an Integrated Advisor Platform (IAP™)?
The Integrated Advisor Platform (IAP™) is the next evolution of advisor support— giving you full control over your brand, technology, and client relationships. Unlike traditional TAMPs that force advisors into rigid structures, an IAP™ is built for flexibility, seamless integration, and scalable growth.
TAMPs vs. IAP™: The Key Differences
Feature
Control Over Brand
Technology Integration
Customization
Client Experience
Scalability
TAMPs (Old Model)
Limited—advisors operate under the TAMP’s identity
Fragmented, outdated systems
One-size-fits-all
Transaction-focused
Limited growth potential
IAP™ (Next Evolution)
Full control—your brand, your firm
Seamless, all-in-one ecosystem
Tailored to your business needs
Relationship-driven
Designed for expansion
Why Advisors Are Moving to an Integrated Advisor Platform (IAP™)
- Full Control Over Your Business – No restrictive models or forced branding.
- Seamless Technology Integration – A unified, modern tech stack.
- Brand Autonomy – Your firm, your identity, your clients.
- Scalable Growth – Expand without operational headaches.
- Enhanced Client Relationships – Deepen trust with more engagement and transparency.
Ready to Take Control? Request a Demo
The financial advisory industry has evolved—has your platform? Don’t get left behind with outdated models. Take the next step today.