Amplify technology is the modern all-in-one technology platform and TAMP you wished you had when you started your practice. Award winning usability and functionality includes best of bread CRM, performance reporting, risk questionnaires, client portals, fee billing, trading & rebalancing including access to over 1,000 institutional grade asset manager strategies accessible at the click of a button.

With more than 50 years of combined commercial real estate and development experience, Edgemark holds a strong presence throughout the Midwest, Rocky Mountain and Western U.S and have established a proven track record of market knowledge, attention to details and integrity that is the cornerstone of each Edgemark project.

Throughout its 24-year history, Edgemark has built a real estate platform acquiring, developing, and operating $2 billion in assets with over 5.2 million square feet across 22 states. Our portfolio includes retail, self-storage, multifamily, senior living, and office assets.

Flyer Financial Technologies delivers cloud-based trading tools that help you execute your investment strategy faster. As a leading provider of portfolio trading tools, connectivity, and infrastructure for the wealth management industry, FlyerFT automates the portfolio trade management lifecycle with Co-Pilot, an order management system, and the Flyer Trading Network, a multi-asset trading network. The platform unifies access to major custodians and brokers while providing intelligent Graphical User Interfaces (GUIs) and Application Programming Interface (APIs) for managing portfolios, positions, orders, trades, and allocations.

SS&C ALPS Advisors is an open architecture boutique investment manager offering portfolio building blocks, active insight and an unwavering drive to guide clients to investment outcomes across sustainable income, thematic and alternative growth strategies.

Partners