--- title: GeoWealth Blog | TAMP & Technology description: TAMP & Technology | Blogs, insights, and educational materials from GeoWealth for Financial Advisors. image: https://blog.geowealth.com/hubfs/Blog%20Graphics/BLOG.png --- [Go Back Up](https://blog.geowealth.com/tag/tamp-technology#top) [Skip to Content](https://blog.geowealth.com/tag/tamp-technology#body) [![2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled](https://blog.geowealth.com/hs-fs/hubfs/Themes/2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png?width=240&height=36&name=2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png "2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled")](https://geowealth.com/) Toggle Menu - [About](https://geowealth.com/about-us/) Toggle children for About Main Menu (Press to Return) \> About - [About Us](https://geowealth.com/about-us/) - [Meet The Team](https://geowealth.com/meet-the-geowealth-team/) - [News & Press](https://geowealth.com/news/) - [Who We Serve](https://geowealth.com/who-we-serve/) - [Partners](https://geowealth.com/partners/) - [Careers](https://geowealth.com/careers/) - [Advisor Technology](https://geowealth.com/advisor-technology/) - [Portfolio Solutions](https://geowealth.com/portfolio-solutions/) - [Services & Support](https://geowealth.com/services-and-support/) Toggle children for Services & Support Main Menu (Press to Return) \> Services & Support - [Services & Support](https://geowealth.com/services-and-support/) - [Advisor Training](https://geowealth.com/training-support-for-advisors/) - [Resources](https://geowealth.com/resources/) Toggle children for Resources Main Menu (Press to Return) \> Resources - [Insights](https://geowealth.com/resources/) - [Case Studies](https://geowealth.com/case-studies/) - [Blog](https://blog.geowealth.com) - [Contact](https://geowealth.com/contact-us/) Toggle children for Contact Main Menu (Press to Return) \> Contact - [Schedule a Demo](https://geowealth.com/schedule-a-demo) - [Request Pricing](https://geowealth.com/request-pricing-proposal/) - [Contact Us](https://geowealth.com/contact-us/) - [Schedule a Demo](https://cta-service-cms2.hubspot.com/web-interactives/public/v1/track/redirect?encryptedPayload=AVxigLICRhSn3LSjS4r1zuxBd4ewyvc6Aw9ROoSL%2Fi9R3CYXa3o6E1B4QHrf9ucM2PiOLN4knE9GfvlBYHutiezpOM7%2FR2pdbttZE4GKMYULGMVOdKPAcGnvTI%2BncZGaW9NAkB5jFgioMR74l8J5NCCpBWwzZcG6jLKLSNgcc8MXyEUfrVcA6CwKVvg%3D&webInteractiveContentId=123635498498&portalId=7742095) ## TAMP & Technology [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/blog-banner-wealthtech-on-deck-podcast.jpg)](https://blog.geowealth.com/wealthtech-on-deck-podcast) #### [WealthTech on Deck Podcast](https://blog.geowealth.com/wealthtech-on-deck-podcast) GeoWealth’s Jack Hannah on Driving Growth Through Operational Scale Jack Hannah, President & COO... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/blog-banner-geowealth-recognized-in-americas-best-tamps-2026.jpg)](https://blog.geowealth.com/geowealth-recognized-in-americas-best-tamps-2026) #### [GeoWealth Recognized in America’s Best TAMPs 2026](https://blog.geowealth.com/geowealth-recognized-in-americas-best-tamps-2026) GeoWealth in America’s Best TAMPs For the seventh year in a row, we’re proud to be listed among Amer... [![](https://blog.geowealth.com/hubfs/Americas%20Best%20TAMPs/2025%20ABT%20Blog%20Header.png)](https://blog.geowealth.com/geowealth-2025-americas-best-tamps) #### [GeoWealth Recognized in America's Best TAMPs 2025](https://blog.geowealth.com/geowealth-2025-americas-best-tamps) GeoWealth in America's Best TAMPs For the sixth year in a row, we’re proud to be listed among Americ... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Header%20PRess%20Play.png)](https://blog.geowealth.com/press-play-podcast-ep-21-jen-wing) #### [PRess Play Podcast Ep. 21 ft. Jen Wing](https://blog.geowealth.com/press-play-podcast-ep-21-jen-wing) Hear from Jen Wing, Elena Krasnow, and Jimmy Moock In Episode 21 of PRess Play: The StreetCred Podca... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images+.png)](https://blog.geowealth.com/the-truth-about-the-tamp-transition-process) #### [The Truth About the TAMP Transition Process](https://blog.geowealth.com/the-truth-about-the-tamp-transition-process) Debunking 3 Common Myths of Moving to a New TAMP [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/Blog%20Email%20Header%20Images.png)](https://blog.geowealth.com/3-reasons-advisors-should-use-a-tamp-to-invest-in-umas) #### [3 Reasons Advisors Should Use a TAMP to Invest in UMAs](https://blog.geowealth.com/3-reasons-advisors-should-use-a-tamp-to-invest-in-umas) UMAs for RIAs Unified Managed Accounts offer a host of benefits to investment advisors and their end... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images=.png)](https://blog.geowealth.com/trends-with-benefits-podcast) #### [VanEck Trends with Benefits Podcast](https://blog.geowealth.com/trends-with-benefits-podcast) Hear from Colin Falls & Ed Lopez GeoWealth CEO, Colin Falls, sat down with Ed Lopez, Managing Di... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/blog-banner-5-years-of-americas-best-tamps.jpg)](https://blog.geowealth.com/5-years-of-americas-best-tamps) #### [5 Years of America’s Best TAMPs](https://blog.geowealth.com/5-years-of-americas-best-tamps) GeoWealth in America's Best TAMPs For the fifth year in a row, we’re proud to be listed among The We... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Sherman%20Show%20Blog%20Header2.png)](https://blog.geowealth.com/doubleline-sherman-show-jen-wing) #### [The Sherman Show from DoubleLine](https://blog.geowealth.com/doubleline-sherman-show-jen-wing) Jen Wing on TAMPs, Serving RIAs and Customized Portfolio Models GeoWealth's Chief Investment Officer... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-14.png)](https://blog.geowealth.com/tamp-platforms-choosing-the-right-tamp) #### [TAMP Platforms: Choosing the Right TAMP](https://blog.geowealth.com/tamp-platforms-choosing-the-right-tamp) Our 7 tips for finding the right partner for your RIA firm A Turnkey Asset Management Platform – TAM... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-3.png)](https://blog.geowealth.com/wealth-stack-podcast-colin-falls) #### [The WealthStack Podcast from WM.com](https://blog.geowealth.com/wealth-stack-podcast-colin-falls) GeoWealth's Colin Falls on What Advisors Really Need in a TAMP Colin Falls, CEO of GeoWealth, detail... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images+6.png)](https://blog.geowealth.com/from-the-desk-of-the-coo-part-5) #### [In-house vs. Outsourced Middle Office Operations](https://blog.geowealth.com/from-the-desk-of-the-coo-part-5) Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chie... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-12.png)](https://blog.geowealth.com/tamp-myopia-why-if-you-build-it-they-will-come-wont-work-in-the-ria-industry) #### [TAMP Myopia: Why “If you build it, they will come” won’t work in the RIA industry](https://blog.geowealth.com/tamp-myopia-why-if-you-build-it-they-will-come-wont-work-in-the-ria-industry) Start with the problem In his seminal article, entitled “Marketing Myopia,” Harvard Business School’... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images----10.png)](https://blog.geowealth.com/the-evolution-of-tamps-from-rias-to-ibds-and-back-again) #### [The Evolution of TAMPs: From RIAs to IBDs and Back Again](https://blog.geowealth.com/the-evolution-of-tamps-from-rias-to-ibds-and-back-again) The Currents of Change When Turnkey Asset Management Platforms (TAMPs) first emerged over 30 years a... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images+3.png)](https://blog.geowealth.com/from-the-desk-of-the-coo-part-3) #### [3 Operational Risk Factors Creating Liabilities for RIAs](https://blog.geowealth.com/from-the-desk-of-the-coo-part-3) Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chie... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images+10.png)](https://blog.geowealth.com/from-the-desk-of-the-coo-part-2) #### [The 4 Most Common Operational Bottlenecks at RIA Firms](https://blog.geowealth.com/from-the-desk-of-the-coo-part-2) Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chie... Explore additional blog articles: [1](https://blog.geowealth.com/tag/tamp-technology) [2](https://blog.geowealth.com/tag/tamp-technology/page/2) [3](https://blog.geowealth.com/tag/tamp-technology/page/3) [Next Page](https://blog.geowealth.com/tag/tamp-technology/page/2) # *Thought Leadership* What We're Thinking About. Whether you’re a firm with two people or two hundred people on staff, GeoWealth has tools and resources to help you along your growth journey. ### Posts by Topic - [Breaking Away (20)](https://blog.geowealth.com/tag/breaking-away) - [Case Studies & Interviews (32)](https://blog.geowealth.com/tag/case-studies-interviews) - [Client Experience (22)](https://blog.geowealth.com/tag/client-experience) - [Fees & Expenses (14)](https://blog.geowealth.com/tag/fees-expenses) - [Independent RIA (30)](https://blog.geowealth.com/tag/independent-ria) - [Investment Management (23)](https://blog.geowealth.com/tag/investment-management) - [Investor Education (13)](https://blog.geowealth.com/tag/investor-education) - [Market Commentary (11)](https://blog.geowealth.com/tag/market-commentary) - [Operations & Back Office (15)](https://blog.geowealth.com/tag/operations-back-office) - [Practice Management (22)](https://blog.geowealth.com/tag/practice-management) - [RIA Marketing (10)](https://blog.geowealth.com/tag/ria-marketing) - [Scale & Efficiency (37)](https://blog.geowealth.com/tag/scale-efficiency) - [TAMP & Technology (38)](https://blog.geowealth.com/tag/tamp-technology) - [Trading (16)](https://blog.geowealth.com/tag/trading) ![Phone in hand](https://blog.geowealth.com/hs-fs/hubfs/Platform%20Screens/Phone%20in%20hand.png?width=1080&height=1080&name=Phone%20in%20hand.png) Modern TAMP for Modern RIAs ## Get Powered by GeoWealth   We’ll be your partner and consultant as you launch a new business, or seek to upgrade the operations of your current practice. 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