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Fragmented, outdated systems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 Don’t get left behind with outdated models.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.