America’s Best TAMPs Showcase - Flipbook - Page 34
2026 AMERICA’S BEST TAMPS
TM
CACHETECH
ADVISOR
SOLUTIONS
New business contact:
Alex Knowles
VP of Business Development
Phone: (435) 994-4153
Email: aknowles@cachetech.io
Website: www.cachetech.io
Cormac Murphy, CFA
CEO/CIO
CONTACT
KEY TAMP PERSONNEL
CacheTech Advisor Solutions
701 S Main, Ste 400, Logan, Utah 84321 • www.cachetech.io
CLICK IMAGE TO LEARN MORE
CacheTech helps independent advisors scale without sacrificing control.
Built by advisors who have lived the operational challenges of running
a firm, CacheTech combines portfolio management, technology, and
operational support into one platform so advisors can spend less time
managing complexity and more time serving clients.
Too many platforms are
either built by tech folks
with no real-world advisor
experience—or by advisors
without the infrastructure to
scale. At CacheTech, we’re
changing that. Our platform
was designed by advisors,
engineered for scale, with a
clear mission: simplify the
complex and put power back
in the hands of financial
professionals.
With CacheTech, advisors
don’t have to choose between
a TAMP or DIY portfolio
management—we offer a fully
integrated solution that blends
investment expertise, smart
automation, and operational
support. From our strategies
and household-level tax
optimization tools to Cait, our
AI-powered advisor assistant,
we’re helping firms do more
with less—without sacrificing
quality or control.
Our team has decades of
experience across investment
strategy, compliance, and
trading. We’ve sat in your seat,
faced your bottlenecks, and
built the solution we wished
existed. Whether you’re a
growing RIA or a breakaway
team ready to scale,
CacheTech is your partner in
execution.
Let’s make technology work
for your firm—not the other
way around.
Partnership Includes:
• Portfolio Management, White Labeled OCIO
• Workflows, Billing and Client Onboarding
• CRM and Task Management
• Trading and Tax Loss Harvesting
• Client Performance and Customized Reporting
• Client Portal and Mobile App
• AI Assistant
What Advisors Gain:
• Institutional portfolio management without building a large internal team
• Household-level tax optimization and trading automation
• Integrated CRM, workflows, billing, and onboarding
• White-label technology and client experience
• AI-powered tools that improve advisor efficiency
• Flexible support delivered your way: do it for you, with you, or yourself
Whether you need a complete outsourced solution or tools to enhance
your existing process, CacheTech adapts to your firm’s needs—
providing the technology, investment management, and operational
support required to grow with confidence.
STR AT E G I C F E AT U R E S
ACCOUNT AGGREGATION
DIRECT INDEXING
ACCOUNT REBALANCING
INSTITUTIONAL CLIENT SUPPORT
ALTERNATIVE INVESTMENTS
INVESTMENT POLICY
STATEMENTS
CLIENT PORTAL
IPHONE OR ANDROID APP
CLIENT-FACING
PERFORMANCE REVIEWS
PRIVATE LABELING
COMPLIANCE TOOLS
RESEARCH & DUE DILIGENCE
CUSTOMIZED PORTFOLIOS
TAX-LOSS HARVESTING
CUSTOM REPORTING SUITE
UNIFIED OR SMART BILLING
PRODUCTIVITY
34
Arun
Cormac Murphy,
Balasubramaniam,
CFA
CFA
CEO/CIO
Type of Program: Whitelabeled TAMP, Outsourced
CIO, Tax Loss Harvesting,
Integrated Technology with
CRM, Trading Services, Billing
Services, IPS Generation, AI
Assist
Total Assets in Program:
$700 million
Year Program Began: 2023
Managers on Platform
Vetted: Yes
Managers GIPS® Compliant: No
Types of Products Available:
ETF Models, Individual
Equities, Derivative Strategies,
Individual Bonds and Direct
Indexing
Platform Tracks Client
Holdings: Yes
Program Compatible for: Fee
Based Advisors
Optimized for Tax Trading
Efficiency: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: IPS
Asset Allocation
Methodologies: Risk Based
Tactical Allocation, Global
Tactical Asset Allocation,
Factor Based Asset Allocation
