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Frequently Asked Questions

The platform allows you to generate client reports from your analysis and enable clients to digitally sign mandates, all in one place. You can also create co-branded reports for a more personalised touch. 

Amplify enables collaborative dynamic portfolio creation by allowing advisers to simulate new model portfolios by blending funds, allowing advisers to present options to clients or management for implementation.  

The platform ensures effortless content distribution by allowing you to share insights, fact sheets, and model performance date with advisers in real time.  

You can easily compare model performance against other funds to enrich client conversations. 

Amplify offers various branding options including co-branding and white labeling. Allowing you to keep your brand front and center. 

The platform is built with an API-first approach, allowing easy connectivity with other platforms as needed.  

Amplify provides wealth accumulation and retirement scenario simulations. Advisers can model personalized goal-based wealth creation and retirement income projections using their group’s model portfolios.  

Amplify isn’t just a portal. It’s a platform that embeds your DFM’s value into every adviser-client conversation. It helps advisers work smarter, deepens relationships across networks, while strengthening your brand through every interaction.

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