TAMP for RIAs and Advisors


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.

Platform Overview

Build Equity and Deliver Results

We’ve listened to advisors and this is what we heard – You want control over your business to do what’s best for your clients. You want to build equity value, deliver results for your clients, and have a platform that has these features:

Access Robust Reporting and Insights

Freedom Advisors Client Center includes:

  • Views by household, client, or account
  • Portfolios / holdings / performance
  • Transaction history
  • Documents
Accounts Overview
Service Request

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.

See our platform in action.