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Fragmented, outdated systems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
Read the Studies
Scaling Without the Stress:
The GTG Wealth Management Story
Timothy “Tag” Gambatese of GTG Wealth Management built his practice around client relationships, but the weight of operational ine ciency slowed him down. Having gone through messy transitions before, he dreaded the idea of change—even if it meant better long-term support.
Scaling Without the Burnout:
The Tug Harlan Success Story
Before joining DWS, Tug was running a fast-growing practice—but it came at a cost. He wore every hat: building financial plans, managing operations, onboarding clients, and handling paperwork. Growth looked good on paper, but behind the scenes, it was unsustainable. Tug knew he couldn’t keep scaling without hiring staff and taking on more overhead, something he wanted to avoid.
Trust and Confidence Restored:
The Stahlnecker Wealth Management Group Story
Brooks was at a crossroads. He loved serving clients, but his days were consumed by compliance checks, paperwork, and building complex retirement plans by himself. The balance shifted—he was spending more time on risk management than on client relationships. He knew something had to change when he realized: “This isn’t why I became an advisor.”
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.