AdvisorEngine Launches TAMP to Expand Investment Management for RIAs

New turnkey asset management program integrates with AdvisorEngine's wealth management platform.

Published on Mar. 11, 2026

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AdvisorEngine Portfolio Solutions announced the launch of its turnkey asset management program (TAMP), designed to give independent advisory firms a more integrated investment management experience within the broader AdvisorEngine wealth management technology platform. The TAMP provides access to over 1,500 investment strategies from 300 asset managers, automated trading, tax-loss harvesting, and other portfolio management tools to help RIAs scale their businesses.

Why it matters

The new TAMP offering from AdvisorEngine aims to reduce operational complexity for independent advisory firms by embedding investment management capabilities directly into its wealth management platform. This allows RIAs to maintain personalized client relationships while gaining access to institutional-level investment management tools and resources to grow their practices.

The details

The TAMP integrates directly into AdvisorEngine's existing platform, allowing advisors to manage investment strategies, trading, reporting and client interactions within a single connected system. The program provides access to a growing model marketplace featuring over 1,500 investment strategies from more than 300 asset management firms. Advisors can build diversified portfolios that combine traditional, alternative and indexing approaches while maintaining flexibility over how client accounts are structured and managed. The platform also emphasizes tax-smart investing and portfolio transition management through automated tax-loss harvesting, customizable transition rules and lot-level tracking.

  • AdvisorEngine unveiled the TAMP offering at the Technology Tools for Today conference in New Orleans on March 11, 2026.

The players

AdvisorEngine Portfolio Solutions

A wealth management technology platform that provides investment management and advisory services to independent advisory firms.

Rich Cancro

CEO of AdvisorEngine Portfolio Solutions.

Ned Dane

Chief Investment Officer of AdvisorEngine Portfolio Solutions.

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What they’re saying

“Independent advisory firms shouldn't have to sacrifice the personalization and value that attracted clients in the first place just to gain scale and efficiency. We believe RIAs should get top-level investment capabilities combined with control and customization in how they serve their clients. This is a game changer for breakaway advisors looking to build their practices. It is modern architecture that is incredibly powerful, flexible and easy to use, allowing RIAs to grow and scale their business without losing the ability to personalize each client experience.”

— Rich Cancro, CEO of AdvisorEngine Portfolio Solutions (pulse2.com)

“In our TAMP, model sleeves trade automatically and firms can trade accounts through one aggregated process, as well as combine rep-directed sleeves and models in a single client account and use any combination of third-party models. That's in addition to the ability to process advisory fees, calculate billing and handle payments. This level of functionality just shows how AdvisorEngine has built an increasingly powerful and complete wealth management platform.”

— Ned Dane, Chief Investment Officer of AdvisorEngine Portfolio Solutions (pulse2.com)

The takeaway

AdvisorEngine's new TAMP offering aims to help independent advisory firms scale their investment management capabilities and operational efficiency without sacrificing the personalized client experience that attracted their clients in the first place. By integrating the TAMP directly into its wealth management platform, AdvisorEngine is providing RIAs with a more streamlined and integrated way to manage portfolios, trading, reporting and client interactions.