Traditional TAMPs are failing advisors with high fees, limited differentiation, and outdated technology. Discover how SharpeMetrix delivers superior value through alternative data and modern solutions.
Traditional TAMPs Are Falling Short
Legacy TAMP providers are struggling to meet the evolving needs of modern financial advisors and their clients.
Traditional TAMPs typically charge 0.35% to 0.75% annually, which can significantly impact client returns over time. These fees compound and reduce the overall value proposition for advisors and their clients.
Most TAMPs use similar factor models and data sources, making it difficult for advisors to differentiate their offerings. This commoditization reduces the advisor's ability to add unique value.
Many TAMPs operate as "black boxes," providing limited insight into their investment process. This makes it difficult for advisors to explain the strategy to clients and build confidence.
Legacy TAMP platforms often have outdated interfaces and limited functionality, making it difficult for advisors to efficiently manage client portfolios and generate reports.
SharpeMetrix vs. Traditional TAMPs
See how we stack up against traditional TAMP providers across key dimensions.
| Feature | SharpeMetrix | Traditional TAMPs |
|---|---|---|
| Management Fees | Competitive institutional pricing | High fees (typically 0.35-0.75%) |
| Data Sources | Proprietary alternative data + traditional metrics | Traditional financial data only |
| Portfolio Construction | Systematic, rules-based with ML enhancement | Traditional factor models or discretionary |
| Customization | Flexible model selection and screening tools | Limited customization options |
| Technology Platform | Modern, intuitive web-based platform | Often outdated or complex interfaces |
| Transparency | Full methodology and holdings transparency | Limited transparency, black box approach |
| Minimum Investment | Accessible minimums for RIAs | High minimums (often $1M+) |
| Research & Analytics | Proprietary research with alternative data insights | Standard market research |
The SharpeMetrix Advantage
We've built a modern TAMP solution that addresses the shortcomings of traditional providers.
Our competitive pricing structure allows advisors to maintain healthy margins while providing institutional-quality portfolio management to their clients.
Our proprietary alternative data sources provide genuine differentiation and the potential for superior risk-adjusted returns that help advisors stand out.
Full disclosure of our methodology, data sources, and holdings enables advisors to confidently explain our approach to their clients.
Our intuitive, web-based platform provides powerful analytics and reporting tools designed specifically for today's financial advisors.
Results That Speak for Themselves
Our approach delivers measurable advantages for advisors and their clients.
Significant Cost Savings
See how much you can save by switching from traditional TAMPs to SharpeMetrix.
Join forward-thinking advisors who are choosing SharpeMetrix over traditional TAMPs.