TAMP Helping Advisors Achieve Scalable Growth

Dependable by design. Consistent by commitment.

TruEdge is focused on enabling Advisors to achieve scalable growth. We believe in empowering Advisors to structure their practice as they see fit, to optimize operational efficiency, manage risk, improve profitability and best serve their clients’ needs.

Selecting and implementing the technology, services and infrastructure to support your business are critical decisions. Whether you choose to manage your clients’ assets on your own, delegate some or all of the responsibilities to a third-party, or a combination of the two, the TruEdge platform offers a great deal of flexibility and control.

Our insightful consultants will help you evaluate your situation and explore how using the right technology and delegating some or all of your back-office operations, portfolio management functions, compliance and more could significantly impact your future. You choose the level of support that is right for your practice.

Benefits

Gain back time: Your Most Valuable Asset

·       Holistic wealth management technology platform

·       Seamless portfolio management solutions & implementation

·       Robust model marketplace & manager due diligence

·       Outsourced compliance & regulatory reporting Comprehensive middle & back-office support

·       Engaged business consulting services