America’s Best TAMPs Showcase - Flipbook - Page 30
2026 AMERICA’S BEST TAMPS
TM
AMPLIFY
Aaron Brodt
CEO
Amplify Platform
8605 E Raintree Dr, Ste 275, Scottsdale, AZ 85260
amplifyplatform.com
Turn Your Investment Story Into an Institutional Growth Engine.
Amplify goes beyond being a TAMP. Amplify is different.
Amplify is an AI-native RIA enterprise growth platform offering investment
operations, data, and client experience as a unified system that delivers:
New business contact:
Vickie (Edwards) Lewin
Chief Growth Officer
Phone: (480) 509-2035
Email: vlewin@amppf.com
Website: amplifyplatform.com
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
• End-to-end visibility across models, trades, households, and outcomes
• Unified, connected data across custodians, entities, and accounts
• Automated workflows, digital onboarding, multi-custodian trading, and
UMA-level investment management
When Aaron Brodt, founder
of Ashton Thomas Private
Wealth, a national RIA with
over $8B in AUM, assessed
the technology available to
his financial advisors, he saw
a major gap. The tools were
inefficient, siloed, and overly
complex for daily use.
“We were scaling fast, but
the technology just wasn’t
keeping up,” Aaron recalls.
“I asked myself, ‘Why can’t
we build something better,
simpler, that actually works
for advisors?’”
Managing multiple systems
created unnecessary
complexity, slowing
down workflows and
limiting growth. Aaron
knew his team needed
an integrated platform
that could centralize
trading, reduce duplicative
tasks, and improve client
management—all without
relying on constant input
from external consultants.
“We needed something
that would stabilize our
business and put us in a
position to grow. Legacy
systems weren’t the
answer.”
Rather than waiting for the
right tool to emerge, Aaron
took matters into his own
hands. He began developing
a cloud-based platform
within Ashton Thomas,
designed specifically for
financial advisors. Its APIfirst architecture offers
flexibility and seamless
integration, setting it apart
from traditional systems.
• Firmwide governance for drift, cash, restrictions, and exceptions
• Business intelligence—flows, revenue, profitability, exception patterns
Vickie
(Edwards)
Lewin
Chief Growth
Officer
David
Hatfield
Chief
Technology
Officer
Mark
Fischer
Chief
Operations
Officer
• Personalization at scale, powered by household-aware logic
• An elite open-architecture product marketplace of non-proprietary
models, strategists, and funds, including Goldman Sachs’ custom and
flagship models
Clearer, More Consistent Risk Management
Amplify’s proprietary risk tool, QuantumRisk™, delivers institutionalgrade, real-world risk insights that provide a standardized framework for
suitability, oversight, and client communication—reducing risk complexity
for advisors and clients.
This is not a TAMP. It’s a complete investment implementation and
intelligence platform that scales your team without diluting your identity.
STR AT E G I C F E AT U R E S
Type of Program: Completely
customizable advisory
platform
Total Assets in Program:
$23.7 billion
Year Program Began: 2019
Managers on Platform
Vetted: Yes
Managers GIPS® Compliant:
Some
Types of Products Available:
SMA, Model Portfolio, Rep
as PM
ACCOUNT AGGREGATION
INSTITUTIONAL CLIENT SUPPORT
ACCOUNT REBALANCING
INTEGRATION WITH
3RD-PARTY PLATFORMS
CLIENT-FACING
PERFORMANCE REVIEWS
INVESTMENT POLICY
STATEMENTS
CLIENT PORTAL
IPHONE OR ANDROID APP
COMPLIANCE TOOLS
MODEL MARKETPLACE
CUSTODIAN AGNOSTIC
PRIVATE LABELING
CUSTOMIZED PORTFOLIOS
RESEARCH & DUE DILIGENCE
Program Links to a
Trade Execution or Order
Management System: Yes
CUSTOM REPORTING SUITE
RISK MANAGEMENT TOOLS
Proposal / IPS: Yes
DIRECT INDEXING
TAX-LOSS HARVESTING
UMA and Sleeves: Yes
FINANCIAL PLANNING TOOLS
UNIFIED OR SMART BILLING
Digital On-Boarding: Yes
PRODUCTIVITY
Platform Tracks Client
Holdings: Yes
Program Compatible for:
IARs, RIAs, BDs, etc.
Optimized for Tax Trading
Efficiency: Yes
Sleeve-Level Reporting: Yes
Multi-Custodian: Yes
Amplify Technology, LLC (“Amplify”) provides software, data, and
workflow automation solutions for financial professionals. Amplify is not
an investment adviser and does not provide investment, legal, or tax
advice. Platform features and tools are for informational and operational
support purposes only and do not guarantee outcomes or performance.
QuantumRisk™ is a proprietary tool developed by Amplify Technology, LLC.
It is for informational and educational purposes only, designed to support
financial professionals in evaluating portfolio risk. It is not investment advice
and does not make recommendations to buy or sell any security. Outcomes
will vary depending on advisor use and client circumstances.
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Asset Allocation
Methodologies: Fully open
architecture with asset class,
geography, sector, portfolio,
sleeve, strategy and other
segmentations available
