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Our Turnkey Asset Management Platform or TAMP, provides access to strategic growth solutions, operational support and tested evidence-based investing tools so you can offload time-consuming administrative work and focus on building relationships with your clients. CONNECT for EAM provides outsourced technology, back-office workflows and investment management. By outsourcing investment and portfolio management to Crossbridge you will be able to offer more holistic, focused, financial planning services and use the increased time away from the trading desk to deepen and build holistic client relationships.
Forward-thinking wealth management firms have a real opportunity to use integrated technology to scale, be more efficient and spend less time on tasks that can otherwise be automated. Resources once dedicated to trading, rebalancing and other algorithmic-based undertakings can now be reassigned to client-nurturing activities that ultimately lead to deeper, richer advisor/client relationships. After all, firms that provide the kind of innovation that clients demand not only create better relationships, but can also help ensure future profitability.
Flexible & intuitive white-labeled digital customer interface
Customisable asset allocation & portfolio construction
Efficient custody & administration
One-stop shop asset library
Simply pick a time that is convenient for you and we will contact you.
If you have any questions, please do not hesitate to contact us:
Simply pick a time that is convenient for you and we will contact you.
If you have any questions, please do not hesitate to contact us: