America’s Best TAMPs Showcase - Flipbook - Page 29
2026 AMERICA’S BEST TAMPS
ADVISORENGINE
PORTFOLIO
SOLUTIONS
Rich Cancro
CEO
TM
AdvisorEngine Portfolio Solutions • 251 W 30th St, Ste 613, New York, NY 10001
advisorengine-portfolio-solutions.com
AdvisorEngine Portfolio Solutions (AEPS) reimagines the TAMP model
AEPS delivers turnkey efficiency with the flexibility to tailor portfolios to
your firm’s unique philosophy and client needs. It’s designed to elevate and
scale your investment process with institutional-level capabilities delivered
through an integrated, end-to-end wealth management platform.
Powerful investment capabilities to support your clients and their goals
AEPS offers a large, curated model marketplace with access to more than
1,500 strategies across ETFs, mutual funds, SMAs, alternatives, and custom
models. These strategies are vetted by a dedicated investment team with
deep experience across asset classes and market cycles. Whether you need
fully outsourced solutions, home-office models, or advisor-directed portfolios,
AEPS supports your approach within a single ecosystem.
There are several TAMP choices,
but one problem: many force
firms to choose between scale
and unique value. As firms
grow, they’re told to standardize
everything: The same models,
the same allocations, the same
rebalancing rules. It’s efficient,
but that can strip away the
personalization that attracted
clients in the first place. Some
advisors try to break out of the
mold by attempting to customize
every portfolio. But they likely
run into an operational wall.
And can’t grow because they’re
drowning in manual work.
We built AEPS because we
believe advisors shouldn’t have
to choose between growing
a practice and maintaining
individualism. Advisors don’t
need to work harder, they should
benefit from infrastructure that
handles complexity without
removing their judgment. You
should be able to manage tax
transitions for one client, and
custom sleeves for another.
Decide to use home-office
models in one instance and rely
on fully outsourced for another.
And all of it should run through
one experience, not six.
We think every advisory
firm deserves operational
excellence—the foundation
for delivering a delightful client
experience.
Built to optimize key elements of the investment process
AEPS places particular emphasis on tax-smart investing and transition
management—key capabilities sometimes overlooked. Powerful taxloss harvesting, customizable transition rules, and lot-level tracking help
you onboard assets thoughtfully and manage portfolios with precision.
Rebalancing automation and due diligence support provide oversight while
preserving your control over client portfolios.
Fully embedded within an end-to-end technology solution
The TAMP functions natively within AdvisorEngine’s complete wealth
management platform, including CRM, digital onboarding, portfolio
management tools, automated trading workflows, and a white-labeled client
portal. This unified structure seeks to eliminate the swivel chair between
systems and reduces operational complexity, enabling you to deliver a
consistent, elevated client experience as you scale.
AEPS supports both control and convenience—allowing you to customize
portfolios without fragmented technology or operational burden. With dedicated
transition support and responsive service, AEPS is built to be a long-term
partner for advisory firms seeking scalable investment management solutions.
STR AT E G I C F E AT U R E S
New business contact:
Ned Dane, Chief Growth Officer
Phone: (984) 920-1250
Email: ndane@advisorengineps.com
Website: advisorengine-portfoliosolutions.com
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Rich
Cancro
CEO
Ned Dane,
Josh
CAIA
Monroe, CFA
Chief Investment Senior
Officer, Chief Investment
Growth Officer Specialist
Type of program: Openarchitecture TAMP / Model
Marketplace with outsourced,
hybrid, and advisor-directed
investment management
Year program began: 2025
Managers on
platform vetted: Yes
Managers GIPS®
compliant: Yes
Types of products available:
Alternatives, mutual funds,
ETFs, model portfolios, custom
managed account solutions,
direct indexing, custom
indexing, OCIO services, UMAs,
tax transition planning, tax
managed rebalancing, overlay
trading, billing, reporting, cash
management
ACCOUNT AGGREGATION
INTEGRATION WITH
3RD-PARTY PLATFORMS
Platform tracks client
holdings: Yes
ACCOUNT REBALANCING
INVESTMENT POLICY
STATEMENTS
Program compatible for: RIAs
of any size or stage, Breakaway
Advisors, Corporate RIA Home
Offices
PRODUCTIVITY
ALTERNATIVE INVESTMENTS
CLIENT-FACING
PERFORMANCE REVIEWS
CLIENT PORTAL
CUSTODIAN AGNOSTIC
CUSTOMIZED PORTFOLIOS
IPHONE OR ANDROID APP
Optimized for tax trading
efficiency: Yes
MARKETING SUPPORT
Sleeve-level reporting: Yes
MODEL MARKETPLACE
Program links to a trade
execution or order
management system: Yes
PRIVATE LABELING
CUSTOM REPORTING SUITE
RESEARCH & DUE DILIGENCE
DIRECT INDEXING
TAX-LOSS HARVESTING
FINANCIAL PLANNING TOOLS
INSTITUTIONAL CLIENT SUPPORT
Proposal / IPS: Yes
Asset allocation methodologies:
Strategic asset allocation, tactical
asset allocation, risk-based
models, factor-based models;
Fully outsourced, advisordirected, home-office directed,
hybrid investment approaches
UNIFIED OR SMART BILLING
Disclosure: AdvisorEngine Portfolio Solutions (“AEPS”) is included in The Wealth Advisor’s 2026 America’s Best TAMPs publication. America’s Best TAMPs is a directory of investment outsourcing organizations catering
to financial intermediaries. The Wealth Advisor, an independent third party, created and administers this publication. AEPS provided compensation in connection with its inclusion. Inclusion in this publication is not an
award, third-party rating, or endorsement of services, and is not indicative of AEPS’ future performance.
AEPS is an investment adviser registered with the Securities and Exchange Commission. SEC registration does not imply any specific level of skill or training.
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