When it comes to finding a truly independent, modern and flexible investment management platform, there are a number of factors that determine the right choice for your practice.

To help you get started, we've put together a checklist that outlines the top factors to consider when evaluating potential partners, including:

• Mobility & Optionality
• Navigational & Operational Ease
• Investment Planning Tools
• Selection of Models & Money Managers

Download our free checklist to easily evaluate potential TAMP partners.