• Turnkey asset management programs are paid platforms for asset managers, broker-dealers, accountants and other financial professionals.

  • TAMPs can offer technology, back office support, and tasks such as investment research and asset allocation.
  • Envestnet, SEI, AssetMark, Brinker Capital and Orion Portfolio Solutions are examples of TAMP providers.
  • Turnkey asset management programs can help firms save time and allow them to focus more of their energy on finding new customers and servicing existing ones.
  • By working with a third party, the user of a ready-made asset management program gives up some control over part of the decision-making process, and also pays for the service.