Turnkey Asset Management Programs (TAMPs) & Model Marketplaces:

The Investment Management Platforms & Marketplaces Supporting the Managed Accounts Trend

Recently Released!!!
Date Published: July 12, 2024
Summary PowerPoint Deck: 145 Slides
Reference PowerPoint Deck: 921 Slides


The purpose of this research is to provide readers with a comprehensive understanding of turnkey asset management programs (TAMPs) & model marketplaces, including their key driving factors, historical development phases, market segments, and future predictions. Turnkey asset management programs (TAMPs) supported the move of some independent advisors into managed accounts. This research is a key part of Tiburon's broader research on wealth & investment management technology & outsourcing.

This research addresses the key historical phases of turnkey asset management programs (TAMPs) & model marketplaces, including:
  • FA Product TAMPs Phase
  • FA Platform TAMPs Phase
  • Model Marketplaces Phase
This research addresses the key market segments, including:
  • Turnkey Asset Management Programs (TAMPs)
  • Model Marketplaces
This research concludes with several future predictions for turnkey asset management programs (TAMPs) & model marketplaces, including:
  • Increasing Regulatory Scrutiny of Turnkey Asset Management Programs (TAMPs) & Model Marketplaces to Meet Fiduciary Standards
  • Moderate Growth of Turnkey Asset Management Programs (TAMPs) & Model Marketplaces
  • Fastest Growth in Model Marketplaces
  • Moderate Growth in Turnkey Asset Management Programs (TAMPs) & Model Marketplaces Venture Capital Investments
  • Continual Steady Consolidation of Turnkey Asset Management Programs (TAMPs) & Model Marketplaces, Including Deeper Integration with Robo Advisors
  • Potential for a Few Turnkey Asset Management Programs (TAMPs) & Model Marketplaces Initial Public Offerings (IPOs)

























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