TAMP for RIAs and Advisors
Platform
Power Your Practice With Your Own Platform
Freedom Advisors is a turnkey asset management platform that allows you to do business the way you want. All components of running your practice are brought together into one seamless, easy-to-use, flexible system that is accessible from anywhere on any device and can be private labeled with your brand.
Access Robust Reporting and Insights
Freedom Advisors Client Center includes:
- Views by household, client, or account
- Portfolios / holdings / performance
- Transaction history
- Documents
Optimize Your Time and Grow Your Practice
Our team provides a high-level of personal service and consulting, freeing you up to do what you do best. We can help with:
- Portfolio construction
- Trading including systematic investing and withdrawals
- Portfolio rebalancing and drift tracking/alerts
- Account opening and transfers
- Custodian management
All provided by live service experts who know your practice.
Outsource to Curated, Pre-Built Model Portfolios
- 100 model providers
- 600 models
- Deep investment due diligence done for you
Partner With Freedom Advisors:
Superior Platform Tools and Features
- Modern technology
- Robust performance reporting
- Multiple custodians seamlessly integrated
- Client portal including document storage
- Integrated billing system
- High ratio of live staff to advisors
- Mobility and optionality
- And much more
Selecting the right partner is one of the most important decisions you will ever make for your practice. To help you get started, download our 30-factor TAMP partner selection checklist.
