As financial advisors and family offices now turn increasingly towards outsourced investment management solutions, advisors face challenges. How can they integrate multiple providers into a seamless experience for clients?  How can they be sure they are selecting the right asset managers for their program?  How can they deliver superior reporting and service?  How can they focus their time on managing relationships and prospecting for new clients, rather than troubleshooting back-office issues?  And how can they manage costs and increase their own profitability? Turnkey Asset Management Programs (TAMPs) are the “win-win” solution. Our technology systems give you seamless access to outsourced investment management to deliver better results to your clients and your firm. They are an increasingly important part of the advisory landscape. TAMPs offer you a broad range of carefully vetted investment manager options, whose services are supported by everything from reporting to compliance to operations. TAMPs allow you to work with your clients more efficiently, offer them greater variety in money manager styles and products and provide more customized reporting and service. These platforms will enable you to talk with your clients more often and more effectively through mobile and web-based channels. Through these capabilities, clients can get information faster, on their own and at their convenience, which leads to greater customer satisfaction. Because TAMPs outsource all these functions, you will have more time to do what you do best.  Imagine freeing up most of your time to spend with clients and prospects.

The industry has created a complicated mess of regulatory requirements, custodians, technology providers, and other service providers that distract you from focusing on your clients and prospects.  We have simplified what it means to be independent by uncomplicating your independent experience. If you are an advisor looking at independence or if you are already an independent advisor looking for a simpler way to grow, Research Financial Solutions is your solution.