About aiAlpha

aiAlpha’s goal is simple: Offer a bespoke, methodically engineered technology ecosystem to the advisor community.

aiAlpha democratizes access to the best investment resources while, at the same time, levels the playing field operationally. As a highly configurable, open-architecture platform, aiAlpha is agile and scalable due to automation and artificial intelligence, and is, therefore, able to work with wealth management firms of varying sizes.    

From digital account opening capabilities to a professionally-staffed Trade Desk, to a dedicated Service Desk to handle all of your workflows, you’ll spend more time engaging in revenue-producing activities. These platform solutions represent the alpha of TAMP technology.

Uniquely engineered by seasoned developers to scale and automate.

One of the fastest growing TAMP providers in North America with over 30,000 work-flows completed since July 2018

bespoke advisor data at a glance  

hightlight and prioritize the data that's relevant to you    

Advisor View of AUM and Accounts 

snapshots of Household accounts

Single account quick views

Advisor Book of business overviews

take the next step now 

Join the tamp revolution today