Turnkey Asset Management Platform

Turnkey Asset Management Platform | Freedom Advisors Turnkey Asset Management Platform | Freedom Advisors

TAMP for Independent Advisors & RIAs

The most modern, seamless turnkey asset management platform (TAMP) with a curated model marketplace and high-touch service. Freedom Advisors helps you achieve true independence for your advisory practice.

Learn More About Our Platform ➝

Have the Billing Blues?

Here are six strategies financial advisors can employ to personalize fee schedules and automate billing.

TAMP Partner Selection Checklist

Easily Evaluate Potential Platforms

When it comes to finding a truly independent, modern, and flexible investment management platform, there are a number of factors that determine the right choice for your practice.

Do Business the Way You’ve Always Wanted

You want control over your business to do what’s best for your clients. Having your own turnkey asset management platform through Freedom Advisors provides access to premier investment partners, options to select your custodians, and service and marketing teams at your fingertips. The freedom to do business your way is within reach.

Your own brand
Everything in one place
Easy to do business
Expert operations staff

Wide selection of investments
Household view
Modern, secure technology
Competitive and flexible fees

Everything White-Labeled With Your Brand

Putting you front and center in the client relationship. We operate in the background. The platform has your logo. Our marketing materials are yours: with your logo, your branding, and your contact information. You select which pieces to use and how you want to use them, showcasing your practice in the best possible light.

Curated Model Marketplace

Select from 600 pre-built models from 100 model providers.

Custodian Choice

Select from fractional share and whole share custodians.

Democratizing Wealth Management

The value of fractional share investing

Discover how to access for your clients a world of premier investment managers historically out of reach for all but high net worth investors.

Group Retirement Plan Services

If you’ve ever thought about offering your business owner and executive clients group retirement plan services, now is the perfect opportunity to do so. Through our Group Retirement Plan Services, Freedom Advisors gives you the resources, tools and support in partnership with some of the most recognized plan service providers.

Your Team

It is not enough that it is easy to process business self-service on the platform. Our large, experienced service team is your team, eliminating the need for operations staffing.

Discover the Speed and Simplicity of the Freedom Advisors Platform

Are you mired in the labor-intensive, time-consuming processes of:

Opening accounts & completing transfers
Finding forms & collecting signatures
Following up to ensure others do their work
Constructing portfolios

In Freedom Advisors’ 30-Second Video Series you’ll discover how simple it is to accomplish many of your most frequent tasks with remarkable ease and speed.