Advanced Wealth Management Technology for TAMPs

TAMPs

Advanced Wealth Management Technology for TAMPs

Foris Dax delivers the digital infrastructure TAMPs rely on to run scalable, white-label managed account programs, strengthen advisor engagement, and streamline operations across models, UMAs, and multi-custody platforms.

The Infrastructure Behind Modern Managed Accounts

The Infrastructure Behind Modern Managed Accounts

TAMPs sit at the intersection of advisor experience, multi-custody operations, and regulatory oversight. Winning requires technology that standardizes processes, scales program complexity, and keeps every trade and model change governed and transparent.

Foris Dax powers the managed account infrastructure and digital front office for leading TAMPs and sponsor firms. Our platform unifies the advisor experience with a proven managed account engine so you can launch new programs faster, keep governance consistent across custodians, and scale without adding operational drag.

Explore the Solutions Driving TAMPs' Growth

Explore the Solutions Driving TAMPs' Growth

Discover how the Foris Dax connected platform supports every part of a TAMP’s operations, from digital onboarding to model governance to multi-program account processing.

Recognized for Innovation in Front Office Solutions and Managed Accounts

Recognized for Innovation in Front Office Solutions and Managed Accounts

Foris Dax is regularly recognized for innovation, scale, and impact in digital wealth, AI, and managed accounts. We partner with leading firms to modernize the advisor and investor experience, and to make growth easier to scale.

Recognized for Excellence in Wealth Technology

Foris Dax is honored to be recognized by industry leaders for innovation, scale, and impact across the global wealth ecosystem.