Amplify Welcomes Kingswood Wealth Advisors to a New Era in Wealth Management
Amplify Platform, a comprehensive wealth management solution, is excited to announce that it has brought Kingswood Wealth Advisors on board. This partnership is set to redefine how wealth management services operate by leveraging innovative technology.
Streamlined Digital Onboarding and Reporting
Through this collaboration, Kingswood will benefit from Amplify's automated digital onboarding capabilities that span various custodians, along with advanced reporting tools and dynamic trading functionalities. These capabilities are all integrated within a unified managed account (UMA) framework, simplifying operations and enhancing client experiences.
The Future of Wealth Management Technology
Amplify's vision transcends the traditional turnkey asset management platform (TAMP) models and registered investment advisor (RIA) systems. Instead, it presents an all-encompassing solution that consolidates essential functions for RIAs and broker-dealers. By centralizing firm-wide data and integrating with external services seamlessly, Amplify facilitates a clearer operational overview. This consolidation helps firms like Kingswood streamline their technology usage, thereby supporting scalable growth and improving client satisfaction.
Amplify's Commitment to Growth
Vickie Lewin, the Chief Growth Officer of Amplify, expressed enthusiasm for the partnership with Kingswood. She noted, "We’re energized to partner with Kingswood to be a catalyst for their growth initiatives for years to come. Our modern, proprietary platform is designed with seamless integration in mind, allowing firms in the wealth management space to expand their operations efficiently." This reflects Amplify's commitment to delivering innovative solutions that empower wealth management firms.
A Global Network of Wealth Management Services
Kingswood Wealth Advisors offers personalized wealth management services and investment banking solutions, serving over 10,000 clients globally. With the backing of a strong financial services institution, Kingswood is equipped to help both individuals and businesses navigate complex financial landscapes confidently. As the firm executes its growth strategies, it recognizes the need for a sophisticated technology platform that enhances its operational efficiency.
Unlocking Value Through Enhanced Technology
Val Peters, the Chief Operating Officer of Kingswood, highlighted the importance of their partnership with Amplify, stating, "Partnering with Amplify allows us to further differentiate ourselves via a sophisticated, all-in-one platform that resonates with next-generation advisors. Their technology streamlines key processes and focuses on providing meaningful value to advisors and clients alike." This approach aligns with the industry trend towards integrated tech solutions that cater to modern financial advisory needs.
Discovering the Amplify Advantage
Wealth management firms interested in exploring Amplify's advanced platform can now reach out for a demo. Amplify transforms daily operations into a unified experience, automating client onboarding, providing insights through an institutional model marketplace, and incorporating robust analytics and reporting capabilities. This level of integration is crucial for firms that aim to enhance their service offerings while focusing on growth.
About Amplify
Amplify is dedicated to creating an integrated ecosystem that maximizes efficiency, enhances client interactions, and drives enterprise growth. The platform stands out due to its automation features, which unify the daily operations of wealth management practices under one streamlined interface. It combines customizable frameworks with expert integration consultants, allowing RIAs, broker-dealers, and TAMPs to thrive amidst competitive pressures.
About Kingswood U.S. / Kingswood Group
Kingswood U.S., as part of the broader Kingswood Group, represents a strong network of wealth management firms that includes an SEC-registered RIA and a FINRA-licensed broker-dealer. This structure provides comprehensive support tailored for independent financial advisors. With access to significant resources and the personalized touch of a boutique approach, Kingswood has established itself as a firm designed for advisors by advisors, managing substantial assets under management (AUM).
Frequently Asked Questions
What is the Amplify Platform?
The Amplify Platform is an all-in-one wealth management solution that integrates various functions for financial services firms to improve efficiency and client outcomes.
Who is Kingswood Wealth Advisors?
Kingswood Wealth Advisors is a network of independent wealth management firms managing over $2 billion in client assets worldwide.
How does Amplify benefit Kingswood?
Amplify provides Kingswood with automated onboarding, streamlined reporting, and dynamic trading capabilities across multiple asset classes.
What is unique about Amplify's approach?
Amplify goes beyond traditional TAMP models by providing an integrated, scalable solution that enhances operational efficiency for wealth management firms.
How can wealth management firms learn about Amplify?
Firms interested in learning more about Amplify's platform can schedule a demo through their website or contact their support team.
