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Services & Consultants

Amplify

Led by ex-Addepar solutions experts and seasoned professionals, Amplify serves its clients as an employee-owned, strategic operating partner. Their mission is to help clients create value through technology by restructuring access to operations, technology and solutions expertise.

Last updated: 03-27-2024

Implementations

  • Institutional investment offices turn to Amplify’s team of implementation specialists to deploy and optimize their Addepar platform tailored to support their business goals and data requirements. Their team brings a proven track record delivering many successful Addepar implementations and complex data conversion projects.

Integrations & Data Feed Builds

  • Amplify's software development team combines deep technical expertise with extensive experience conceptualizing, overseeing, and delivering bespoke solutions tailored to address the distinctive needs and requirements of each client firm with precision.

Access Power Users

  • Each client is assigned a dedicated team of data solutions architects helping to operate and optimize your Addepar instance as an integral tool powering your data platform.

Data Monitoring

  • Amplify offers continuous data monitoring as-a-service across asset classes and investment types, providing their clients and their stakeholders the ability to access precise information whenever they need it. Their proactive approach includes spearheading data anomaly detection, troubleshooting, and resolving issues in both upstream and downstream systems, alleviating concerns while maintaining real-time data integrity.

Offline Data Management

  • Whether it’s an alternative investment fund or a retail checking account, their clients delegate offline data retrieval to Amplify's team of data solutions experts. Data is up to date and correctly uploaded into Addepar according to your analysis and reporting requirements.

CRM Solutions

  • Amplify's CRM Solutions practice area is led by solutions experts with extensive experience configuring, integrating, and administering CRM systems purpose-built to meet the unique needs of wealth managers. They will show you how to leverage advanced automation through an interoperable data platform.