America’s Best TAMPs Showcase - Flipbook - Page 48
2026 AMERICA’S BEST TAMPS
TM
SYNERGY
ADVISORTECH
New Business Contact
Todd Jessup
President & CCO
Phone: 206-594-2178
Email: todd@synergy-am.com
Website: synergy-am.com
Joe Maas
Founder & CIO
Synergy Asset Management, LLC
13215 SE Mill Plain Blvd, Ste C8-321; Vancouver, WA 98684
synergy-am.com
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Behind every great advisor is a
system built for growth. SAAM™
is that system. The Strategically
Aligned Asset Manager model
lets advisors remain Chief
Wealth Officer, owning the client
relationship — while Synergy
Asset Management serves as
Chief Investment Officer, Money
Manager, and Technology
Facilitator. It’s all powered by
SAM Advisor Tech, Synergy’s
end-to-end TAMP: one dashboard
for trading, rebalancing, billing,
and reporting, backed by a
dedicated trade and service desk.
The result is Wall Street–caliber
infrastructure with Main Street
accessibility — proven across
20,000 managed accounts and
$10 billion in notional volume
traded. Advisors get institutionalquality support without adding
staff, freeing up time to focus on
clients, prospects, and growth.
SAAM™ was created by
Joe Maas, Founder and Chief
Investment Officer of Synergy
Asset Management. Drawing on
decades of experience in financial
services, Joe built Synergy
around a simple principle:
advisors should spend their time
serving clients and growing
their practice, not managing
investment operations. Holding
nine industry designations,
including the CFA® and CFP®,
Joe has led the development of a
scalable platform that combines
institutional-caliber investment
management, technology, and
operational support to help
advisors deliver a higher level of
service and outcomes for their
clients.
Supercharging Practices, Empowering Advisors
Financial advisors face a persistent challenge: too little time, too many
administrative burdens, and not enough hours left to serve the clients
who matter most. According to a 2023 J.D. Power study, 28% of financial
advisors say they don’t have enough time to spend with clients, while
spending 41% more time than their peers on non-value-added tasks — a
gap that translates directly into lower client satisfaction scores.
Synergy Asset Management was built to close that gap — not just as a
philosophy, but as a platform.
At the center of Synergy’s approach is the Strategically Aligned Asset
Manager model, or SAAM™. The advisor remains Chief Wealth Officer,
owning the client relationship, while Synergy serves as Chief Investment
Officer, Money Manager, and Technology Facilitator. That partnership
is powered by SAM Advisor Tech, Synergy’s end-to-end turnkey asset
management platform (TAMP) — a single dashboard where advisors can
trade, rebalance, open accounts, and generate reports in minutes instead
of hours.
The platform delivers across six core areas: automated billing, multicustodian trading with real-time drift monitoring, customizable client-facing
reporting, streamlined workflows, simplified account opening, and a practice
management dashboard with business intelligence tools. Backed by a
dedicated trade and service desk, advisors get institutional-quality support
without adding staff — proven at scale across 20,000 managed accounts,
300,000+ completed workflows, and $10 billion in notional volume traded.
The result is Wall Street–caliber infrastructure with Main Street accessibility:
one login, one integrated system, and a high-touch partnership that gives
advisors their time back to focus on clients, prospects, and growth.
The invitation is simple: stop managing complexity, and start growing —
with the power of SAAM™.
STR AT E G I C F E AT U R E S
ACCOUNT REBALANCING
INVESTMENT POLICY
STATEMENTS
ALTERNATIVE INVESTMENTS
MARKETING SUPPORT
CLIENT-FACING
PERFORMANCE REVIEWS
MODEL MARKETPLACE
Todd Jessup Frank Roman
Chief
President
Technology
& CCO
Officer
Type of program:
Customizable, White Labeled
TAMP for RIAs
Total assets in program:
$1.5 billion
Year program began: 2015
Managers on platform
vetted: Yes
Managers GIPS® compliant:
Some
Types of products available:
Advisor directed, Alternatives,
Augmented Intelligence, Cash
Management, DSTs, Equity,
ETF, Fixed Income, Full Risk
Spectrum, International, SMAs,
Structured Products, Tactical
Asset Allocation, Targeted
Risk, Tax sensitive, Tax
Harvesting, etc.
Platform tracks client
holdings: Yes
Program compatible for: RIAs,
IARs, BDs
Optimized for tax trading
efficiency: Yes
Sleeve-level reporting: Yes
Program links to a trade
execution or order
management system: Yes
Proposal / IPS: Yes
CLIENT PORTAL
PRIVATE LABELING
COMPLIANCE TOOLS
RESEARCH & DUE DILIGENCE
CUSTODIAN AGNOSTIC
RISK MANAGEMENT TOOLS
CUSTOMIZED PORTFOLIOS
SUCCESSION PLANNING
CUSTOM REPORTING SUITE
INSTITUTIONAL CLIENT SUPPORT
TAX-LOSS HARVESTING
INTEGRATION WITH
3RD-PARTY PLATFORMS
UNIFIED OR SMART BILLING
48
Mary Kate
Robertson
Director of
Operations
