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Private Wealth Daily

TAMP & managed accounts

Turnkey asset management platforms, model marketplaces, UMA and SMA platforms, and outsourced CIO services for advisors.

21 vendors · Updated October 26, 2026

News on TAMP & managed accounts in your edition and on My Desk.
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Showing 21 of 21Most complete profiles first, then A to Z

Nest Wealth Plus

Canadian digital wealth platform giving advisors and insurance agents managed ETF portfolios, onboarding and rebalancing

  • RIAs
  • Broker-dealers
  • Insurance

TAMP & managed accounts1 integrationSubscription

55ipIn the news

Tax-managed portfolio implementation software for advisors and wealth firms

  • RIAs
  • Broker-dealers
  • Asset managers

Portfolio management6 integrationsCustom quote

AllocateRite

AI-driven portfolio management, direct indexing, trading and OCIO platform for RIAs, family offices and asset managers

  • RIAs
  • Family offices
  • Banks and trust companies
  • Asset managers

Portfolio management7 integrationsCustom quote

Nasdaq Dorsey Wright

Relative-strength research platform, model portfolios, custom model builder and SMA strategies for advisors

  • RIAs
  • Asset managers

Data & researchTiered

SEIIn the news

Wealth technology, outsourced operations, custody and investment programs

  • Banks and trust companies
  • RIAs
  • Broker-dealers
  • Asset managers

Integrations & operationsCustom quote

Wilshire

Indexes, investment analytics and model portfolios for institutions and advisors

  • Broker-dealers
  • RIAs
  • Family offices
  • Asset managers

Data & research6 integrationsCustom quote

FusionIQ

White-label digital advice and self-directed investing platform

  • Banks and trust companies
  • RIAs
  • Broker-dealers
  • Asset managers

Client experience4 integrationsCustom quote

Moment

Investment management platform for portfolio construction, trading and compliance agents

  • RIAs
  • Broker-dealers

Portfolio management

OrionIn the news

Portfolio accounting, CRM, trading and TAMP platform for advisors

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Family offices

Portfolio management2 integrationsCustom quote

Tick two to four vendors, then compare them side by side.

TAMP & managed accounts: questions to ask before you buy

  1. What is the all-in cost to the client, including strategist, platform and fund fees?
  2. How much control do we keep over models, tax management and client conversations?
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TAMP & managed accounts in the news

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