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Investment Management

Amplify

Amplify: Powering Portfolio Management for RIAs.

"Amplify is a portfolio management platform designed to streamline investment operations for Registered Investment Advisors. It offers tools for portfolio construction, rebalancing, performance reporting, and client communication, enabling firms to manage client assets efficiently and effectively."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #133 in Investment Management
Validated Adoption
74 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Portfolio modeling and rebalancing
Automated performance reporting
Client communication tools
Integrations with custodians
Tax-aware investing

Primary Use Cases

Automated portfolio rebalancing
Client performance reporting and analysis

Agentic Intelligence Briefing

"Amplify empowers RIAs with a comprehensive portfolio management solution to optimize investment strategies and enhance client relationships."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive portfolio management capabilities
Robust reporting features
Scalable infrastructure for growing RIAs

Adoption Hazards

Pricing information is not readily available, requiring direct contact
Integration capabilities might be limited based on specific RIA tech stack

Stack Compatibility Profile

How Amplify integrates into institutional RIA stacks.

74 Firms Analyzed
Riskalyze Online
97%
Stack Correlation
Nitrogen Wealth
93%
Stack Correlation
Elements Financial Planning
73%
Stack Correlation
Morningstar Office
64%
Stack Correlation
Advisor Websites (Responsive)
55%
Stack Correlation
ROL
51%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent and enterprise RIAs
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Black Diamond
2Orion Advisor Tech

Value Proposition

"Amplify provides RIAs with a scalable and comprehensive portfolio management solution designed to enhance client outcomes and streamline operations."

Vendor Dossier

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Amplify
amplify.com
Corporate Portal

Audit Your RIA Stack

See how Amplify fits into your overall tech efficiency score.

Alternative Peer Landscapes

Adaptive

Investment Data & Analytics: Powering Smarter Decisions.

Deeper Intel

Andes

Andes: Aligning investments with client risk profiles.

Deeper Intel

Apex

Apex: Streamlining Custodial Solutions for Investment Management.

Deeper Intel

Aroa

Investment data and analytics for smarter portfolio decisions.

Deeper Intel

AssetMark

AssetMark: Integrated platform for RIA growth and client success.

Deeper Intel

Axos

Axos: Integrated custody and technology for RIAs.

Deeper Intel
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