The turnkey asset management platform (TAMP) landscape has evolved dramatically, with financial advisors now having access to sophisticated solutions that go far beyond basic portfolio management. With today's technological advancements, TAMPs can handle administrative tasks, back-office functions, and provide institutional-grade investment strategies that were once only available to the largest firms.
Since their introduction in the 1980s, TAMPs have provided the added benefit of limiting investment firms' liability while enabling advisors to focus on what they do best: building client relationships and growing their practices. The question is no longer whether to use a TAMP, but which one will give you the greatest competitive advantage.
Why SharpeMetrix Leads the TAMP Revolution
Before diving into the complete list of providers, it's essential to understand what sets the best TAMPs apart in 2025. SharpeMetrix stands out as the premier choice for forward-thinking advisors who want to differentiate their practice with institutional-grade alternative data analytics.
What Makes SharpeMetrix Different
Unlike traditional TAMPs that rely solely on conventional factors and basic portfolio management, SharpeMetrix leverages proprietary alternative data signals to identify investment opportunities before they appear in traditional financial metrics. This approach has consistently delivered superior risk-adjusted returns across multiple market conditions.
Key Advantages:
- No AUM-based fees - Unlike most TAMPs that charge 0.45% to 2.8% of assets under management, SharpeMetrix offers transparent, fixed-fee pricing
- Alternative data integration - Proprietary signals from earnings sentiment, innovation metrics, and enhanced fundamental analysis
- Institutional-grade analytics - Sophisticated risk management and portfolio optimization typically reserved for large institutions
- Customizable strategies - Flexible model construction tailored to your specific client needs
SharpeMetrix Model Portfolios
Our systematically constructed portfolios are designed to meet diverse client objectives while providing the transparency and performance attribution that discerning advisors demand:
| Model Portfolio | Universe | Holdings | Annual Return | Excess Return | Sharpe Ratio |
|---|---|---|---|---|---|
| SharpeMetrix Small Cap Edge 50 | Russel 2000 | 49 | 18.4% | 8.8% | 0.83 |
| SharpeMetrix Core Alpha 30 | Russel 1000 | 29 | 17.5% | 6.0% | 0.84 |
| SharpeMetrix Small Cap Edge 30 | Russel 2000 | 29 | 17.7% | 8.0% | 0.77 |
| SharpeMetrix Large Cap Earnings | S&P 500 | 39 | 13.4% | 1.5% | 0.69 |
| SharpeMetrix Small Cap Value Edge | Russel 2000 | 39 | 18.9% | 9.3% | 0.66 |
| SharpeMetrix Large Cap 50 | S&P 500 | 49 | 16.3% | 4.4% | 0.89 |
| SharpeMetrix Core Alpha 50 | Russel 1000 | 49 | 17.1% | 5.7% | 0.87 |
| SharpeMetrix Russell 1000 Momentum | Russel 1000 | 39 | 16.2% | 4.7% | 0.75 |
| SharpeMetrix Large Cap 30 | S&P 500 | 29 | 15.9% | 3.9% | 0.84 |
*Performance data shown is historical and does not guarantee future results. Explore all models →
Complete List of TAMP Providers
Tier 1: Leading TAMP Platforms
SharpeMetrix ⭐ Our Top Recommendation
- Specialty: Alternative data-driven quantitative strategies
- Key Differentiator: Proprietary alternative data signals and institutional-grade analytics
- Fee Structure: Transparent, fixed-fee pricing (no AUM-based fees)
- Best For: Advisors seeking differentiated investment strategies and superior risk-adjusted returns
Envestnet
- Specialty: Comprehensive wealth management platform
- Key Features: Portfolio management, financial planning, data analytics
- Fee Range: Varies by service level
- Best For: Large practices seeking integrated solutions
SEI
- Specialty: Institutional-focused asset management
- Key Features: Self-custody solutions, mutual fund wraps, ETF strategies
- Fee Range: Institutional pricing
- Best For: High-net-worth focused practices
AssetMark
- Specialty: Model portfolios and separately managed accounts
- Key Features: UMAs, SMAs, ETF strategies, comprehensive platform
- Fee Range: 0.85% - 2.80% of AUM
- Best For: Fee-based advisors with diverse client needs
Tier 2: Mid-Market Solutions
Orion Portfolio Solutions (including Brinker Capital)
- Specialty: Technology-enabled portfolio management
- Key Features: Portfolio accounting, performance reporting, trading tools
- Custodians: TD Ameritrade, Charles Schwab, Fidelity
- Best For: Independent advisors seeking robust technology
SMArtX
- Specialty: Modern TAMP built 100% in-house
- Key Features: Highly scalable, modular infrastructure
- Founded: 2017 (newer entrant with modern technology)
- Best For: Forward-thinking practices wanting cutting-edge technology
Adhesion Wealth (AssetMark subsidiary)
- Specialty: Customization and flexibility
- Key Features: Rebalancing tools, UMAs, SMAs, model portfolios
- Custodians: TradePMR, Fidelity, Charles Schwab
- Best For: Advisors requiring high levels of customization
Tier 3: Specialized and Boutique Solutions
By Investment Strategy Focus
Traditional Approach:
- Absolute Capital
- Brookstone Capital Management
- Cantor Fitzgerald Investment Management
Technology-Driven:
- Intelliflo
- FusionIQ
- Greenrock Research
Specialized Strategies:
- Matson Money
- Strategy Marketplace
- Valor Capital Management
By Service Model
Comprehensive Wealth Management:
- EQIS
- Geowealth
- EverSource Wealth Advisors
Financial Planning Focus:
- ARQ Wealth Advisors
- Advyzon Investment Management
- Ashton Thomas Private Wealth
Innovative Solutions:
- Dale K. Ehrhart
- DT Investment Partners
- Forum Financial Management
- UX Wealth Partners
Additional TAMP Providers Worth Considering
Large Platform Providers:
- Morningstar Advisor Wealth Platform
- Dynasty Financial Partners
- Savant Wealth Management
Mid-Sized Specialists:
- Flexible Plan Investments
- Virtue Capital Management
- Symmetry Partners
Boutique Solutions:
- Gemmer Asset Management
- Smartleaf Asset Management
- Aptus Capital Advisors
Emerging Providers:
- 3D/L Management
- Axxcess Wealth Management
- AE Wealth Management
- Bison Wealth Management
- Buckingham Strategic Partners
- Congress Wealth Management
- CreativeOne Wealth
- Dynamic Advisor Solutions
- First Trust Direct Indexing
- Flexible Plan Investments
- FocusPoint Solutions
- Fort Point Capital Partners
- HFG Trust
- NovaPoint Capital
- NWAM LLC
- Simplicity Solutions
- Sowell Management Services
- USA Financial Exchange
- XY Investment Solutions
Niche TAMP Providers
Family Office Specialists:
- Addepar - Advanced reporting and analytics for family offices
- InvestCloud - Comprehensive wealth management platform
Hedge Fund Focus:
- Enfusion - Specialized solutions for alternative investment managers
What Should You Look for in a TAMP?
1. Investment Philosophy Alignment
The most critical factor is ensuring your TAMP's investment approach aligns with your philosophy and client needs. SharpeMetrix excels here by offering both traditional quantitative factors and cutting-edge alternative data signals, allowing you to customize strategies based on your specific requirements.
2. Fee Structure Transparency
Most TAMPs charge between 0.45% and 2.8% of AUM, which can significantly impact client returns over time. SharpeMetrix's fixed-fee structure eliminates the AUM-based fee drag, allowing more of your clients' returns to compound over time.
3. Technology and Integration
Modern TAMPs should offer:
- Robust client portals
- Seamless custodian integration
- Advanced reporting capabilities
- Risk management tools
- Account aggregation features
4. Differentiation Capabilities
In today's competitive landscape, advisors need tools that help them stand out. SharpeMetrix's alternative data approach provides unique talking points and superior performance attribution that traditional TAMPs simply cannot match.
5. Support and Service
Consider the level of ongoing support, including:
- Implementation assistance
- Ongoing training and education
- Technical support availability
- Investment team expertise
The Future of TAMP Technology
The TAMP industry is rapidly evolving, with several key trends shaping the future:
Alternative Data Integration
SharpeMetrix is at the forefront of this revolution, incorporating:
- Earnings sentiment analysis from conference calls
- Patent and innovation data for growth prediction
- Enhanced fundamental analysis using forward-looking metrics
- Cross-sectional momentum with peer benchmarking
Artificial Intelligence and Machine Learning
Advanced TAMPs are leveraging AI for:
- Portfolio optimization
- Risk assessment
- Behavioral analysis
- Predictive modeling
ESG and Sustainable Investing
Growing demand for ESG-integrated strategies requires TAMPs to offer:
- Sustainable investment options
- ESG scoring and analytics
- Impact measurement tools
Making Your TAMP Decision
When evaluating TAMP providers, consider these key questions:
- Does the investment approach differentiate your practice?
- Are the fees transparent and reasonable?
- Does the technology integrate with your existing systems?
- What level of customization is available?
- How robust is the ongoing support?
Why SharpeMetrix is the Superior Choice
While many TAMPs offer basic portfolio management and standard factor-based approaches, SharpeMetrix provides the sophisticated, alternative data-driven approach that today's discerning clients expect:
✅ Institutional-Grade Analytics - Access to sophisticated risk management tools typically reserved for large institutions
✅ Proprietary Alternative Data - Unique signals that provide alpha generation opportunities not available elsewhere
✅ Transparent Pricing - No hidden AUM-based fees that erode client returns
✅ Customizable Strategies - Flexible model construction tailored to specific client objectives
✅ Superior Performance Attribution - Detailed analysis of return sources and risk factors
✅ Ongoing Innovation - Continuous enhancement of models and analytical capabilities
Conclusion
The TAMP landscape offers numerous options, but not all platforms are created equal. While traditional providers focus on basic portfolio management and standard factor-based approaches, the future belongs to TAMPs that can provide genuine differentiation through superior technology and unique data sources.
SharpeMetrix represents the next generation of TAMP solutions - combining institutional-grade analytics with alternative data insights to deliver superior risk-adjusted returns. For advisors serious about differentiating their practice and providing clients with access to sophisticated investment strategies, SharpeMetrix is the clear choice.
The question isn't whether you need a TAMP - it's whether you're ready to partner with a platform that can truly set your practice apart in an increasingly competitive landscape.
Ready to experience the SharpeMetrix advantage? Explore our platform and discover how alternative data can transform your investment approach.