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TAMPs have evolved significantly since their inception in the 1980s, becoming essential tools for advisors seeking to increase operational efficiency and client service. Initially, TAMPs were created to simplify portfolio management by providing access to pre-selected investment models and third-party asset managers, allowing advisors to outsource investment management responsibility. Over time, as technology has advanced and customer expectations have shifted, TAMPs have evolved to offer a wider range of services, including advanced portfolio customization, automated trading and integrated compliance tools. Modern TAMPs now combine state-of-the-art wealth technology solutions with multi-custodial capabilities, allowing advisors to serve a wider range of clients more effectively while maintaining their focus on client engagement and growth.

In this episode, WealthStack Podcast host Shannon Rosic talks with Kyle Wiggs, CEO of UX Wealth Partners, about the evolving role of TAMPs in wealth management.

Shannon and Kyle also discuss:

• The evolution of TAMPs and technology advances drive growth
• How advisors can use TAMP to more effectively manage regulatory, operational and investment challenges
• The role of AI in improving decision making and portfolio management
• How technology is redefining the client experience and helping advisors maintain control while outsourcing key functions

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About our guest:

As President and CEO, Kyle is responsible for UX Wealth Partners' leadership team of dedicated industry experts. It mainly focuses on business strategy, organizational management, platform and product development and distribution strategy. With nearly two decades of industry experience, Kyle has an intimate understanding of today's advisors, the technologies needed to modernize their businesses, and the transformative investment tools that power the UX Wealth Partners platform.