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TAMPs have evolved significantly since their inception in the 1980s, becoming essential tools for advisors seeking to enhance operational efficiency and client service. Initially, TAMPs were designed to simplify portfolio management by providing access to pre-selected investment models and third-party asset managers, allowing advisors to outsource the heavy lifting of investment management. Over time, as technology has advanced and client expectations have shifted, TAMPs have evolved to offer a wider array of services, including advanced portfolio customization, automated trading, and integrated compliance tools. The modern TAMPs now combine cutting-edge wealthtech solutions with multi-custodial capabilities, allowing advisors to serve a broader range of clients more effectively while keeping their focus on client engagement and growth.
In this episode, WealthStack Podcast host Shannon Rosic chats with Kyle Wiggs, CEO of UX Wealth Partners, about the evolving role of TAMPs in wealth management.
Shannon and Kyle also discuss:
- The evolution of TAMPs and the technology advancements driving growth
- How advisors can leverage TAMPs to manage regulatory, operational, and investment challenges more effectively
- The role of AI in enhancing decision-making and portfolio management
- How technology is redefining the client experience and helping advisors maintain control while outsourcing key functions
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About Our Guest:
As President & CEO, Kyle is responsible for leading UX Wealth Partners’ team of dedicated industry experts. He focuses primarily on business strategy, organizational management, platform & product development, and distribution strategy. With nearly two decades of industry experience, Kyle has an intimate understanding of today’s advisors, the technologies needed to modernize their businesses, and the transformative investment tools that power the UX Wealth Partners platform.