Your clients expect institutional-quality portfolios, including customization, tax optimization, and direct indexing. However, delivering that level of sophistication requires consuming 323 hours a year and limits growth to 2–3%.

Inside the eBook:

• The actual cost of in-house trading vs. outsourced investment management

• Why “all-or-nothing” TAMPs limit growth and differentiation

• How modular investment services unlock scalability without complexity

• The five core capabilities reshaping modern investment management:

  • Proposal generation that wins business

  • Model marketplaces with full transparency and customization

  • Tax efficiency and direct indexing at scale

  • Outsourced trading with complete oversight

  • OCIO support without surrendering control

• How leading firms integrate investment management into a single, unified ecosystem

Download the eBook to learn how modern RIAs are scaling investment management without giving up control.