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WEALTHTECH SYNCHRONIZATION

DATA SOLUTIONS FOR STEWARDS OF WEALTH

OUR PRACTICE

DATA SOLUTIONS

Amplify serves its clients as an independent, strategic operating partner dedicated to managing their data. Our mission is to help our clients create value through technology by restructuring access to operations, technology and solutions expertise. 

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DATA PLATFORM

DATA AGGREGATION & MONITORING

PERFORMANCE AUDIT & RECONCILIATION

INFORMATION SECURITY

CONSOLIDATED REPORTING

INVESTMENT DATA MODELING & VISUALIZATION

SCENARIO ANALYSIS & FORECASTING

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OUR COMMITMENT

Amplify's Operators Manage Sophisticated Technology So Clients Can Focus On Higher Value Initiatives

OUR CLIENTS

Amplify's Family Office platform comprises white-labeled enterprise technologies and proprietary tools operated by a team of investment and solutions experts with a proven track record serving investment offices on behalf of family enterprises.

We work with RIAs of all sizes: from newly independent shops to well-established firms, we serve as strategic advisors to wealth managers whose end clients range from mass affluent to ultra-high net worth individuals.

Administrative and Investment Committees turn to our team’s data modeling expertise to simplify the curation, accuracy, and delivery of institutional-grade reports. We act in a consultative capacity with investment officers to iterate upon highly sophisticated performance reports as required by their institutions.

OUR INNOVATION FOCUS

Check out our capabilities with API builds and data feeds. Coming Soon: Custom Product Development

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OUR ETHOS

Amplify Advisory Solutions is one of the world’s leading professional services consulting firms. We are a team of doers who come to work each day with a sense of purpose, ownership, and dedication in service to our clients as stewards of their data. 

 

We are powered by a globally distributed workforce that combines decades of industry experience and extensive business acumen from building and operating private wealth management and fintech companies. 

 

We are dedicated to serving our community of clients and partners and their communities, fulfilled by bringing together like minded people who share our goals and values. 

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