America’s Best TAMPs Showcase - Flipbook - Page 34
2026 AMERICA’S BEST TAMPS
TM
CACHETECH
ADVISOR
SOLUTIONS
New business contact:
Karly Rizzo
Chief Revenue Office
Phone: (435) 514-1715
Email: karly@cachetech.io
Website: www.cachetect.io
Cormac Murphy, CFA
CEO/CIO
CONTACT
KEY TAMP PERSONNEL
CacheTech Advisor Solutions
701 S Main, Ste 400, Logan, Utah 84321 • www.cachetech.io
CacheTech Advisor Solutions is a partner in execution helping RIAs
and Advisors grow and scale their business. CacheTech Advisor
Solutions wants to meet its clients where they want to be met. They
can do it for you, with you or provide technology for you to do it
yourself. Always with the support that you’d expect from a partner.
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
proprietary model marketplace
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
Reach out to CacheTech Advisor Solutions so we can meet your
individual firm’s needs where you want to be met. We’ll customize your
technology, portfolio management and administration needs to help
your firm grow and scale.
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
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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
