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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Amplify Technology


The Amplify platform is the RIA Operating System (ROS): a cloud-based, multi-custodial, all-in-one platform for growth-minded RIAs, broker-dealers, OSJs, and multi-family offices. This unified wealth management ecosystem automates and integrates the daily functions of a wealth management practice onto a single pane of glass and offers seamless digital capability around client onboarding, an institutional model marketplace, true UMA trading, client lifecycle tracking, integrated surveillance, billing, analytics, and reporting. Intuitive dashboarding provides stakeholders visibility funnels that for clarity on daily business functions. Combine a customizable chassis with experienced integration consultants and a hands-on support team to drive sustainable growth.