Enterprise growth platform Amplify Technology has announced a strategic partnership with independent investment research authority Ned Davis Research (NDR) to deliver NDR’s institutional research as turnkey managed portfolios directly through Amplify’s platform.
The collaboration allows financial advisors to deploy NDR’s objective, data-driven investment models across every client account on any major custodial platform while outsourcing day-to-day trading, rebalancing, and performance reporting to Amplify. By marrying NDR’s decades of market analysis with Amplify’s AI-native architecture, the partnership solves a persistent operational bottleneck for wealth management firms, shifting advisor bandwidth away from manual portfolio construction and toward client acquisition and relationship management.
“We’re focused on helping advisors reduce the operational burden of building and managing portfolios so they can dedicate more time to the work that creates the greatest value for clients,” stated Aaron Brodt, co-founder and Chief Executive Officer of Amplify. “By combining Ned Davis Research’s trusted investment expertise with Amplify’s turnkey execution capabilities, we’re making it easier for advisors to deliver sophisticated portfolio solutions at scale.”
“Through our partnership with Amplify, advisors can now put that research to work with professionally managed portfolios while maintaining the flexibility and client relationships that define their practices,” added Brian Sanborn, Global Head of Investment Solutions at Ned Davis Research.
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Technical Orchestration: Bridge Between Research and Scalable Execution
Wealth management practices have historically faced a trade-off: spend significant internal resources analyzing markets and rebalancing accounts, or outsource portfolio management to rigid third-party turnkey asset management programs (TAMPs) that limit customization and carry heavy fee layers.
The unified Amplify and NDR model streamlines this operational pipeline across three core layers:
Institutional Data Grounding: Portfolios are built using NDR’s quantitative, macro-driven research models, designed to navigate market cycles through systematic risk managemen
Automated Multi-Custodial Execution: Amplify handles order routing, block trading, and continuous rebalancing across any custodian where client assets reside.
Strategic Impact on Revenue & Investment
Delivering institutional research models as turnkey managed solutions fundamentally transforms Revenue & Investment dynamics for wealth managers, advisory practices, and asset management platforms:
1. Expanding Fee-Generating Capacity and Operating Margins
Financial advisors spend a substantial percentage of their working hours on administrative portfolio construction, trading, and account reconciliation. Automating these middle- and back-office tasks allows wealth practices to scale assets under management (AUM) per advisor significantly without increasing back-office headcount. Lowering the operational cost-to-serve directly expands net operating margins and increases average revenue yield per client relationship. Integrated Reporting Workflows: Performance tracking, tax-lot accounting, and client reporting feed directly through Amplify’s AI-driven data engine, eliminating manual data entry.
2. Democratizing Institutional Investment Yield for Retail Clients
Retail and mass-affluent investors frequently lack access to sophisticated macro-allocation models utilized by major institutional pensions and endowments. Embedding NDR’s data-driven strategies into turnkey models empowers independent advisors to offer institutional-grade risk management and asset allocation. This enhances portfolio resilience during volatile market cycles, improving client retention and protecting recurring fee revenue.
3. Mitigating Operational Risk and Compliance Leakage
Manual portfolio management introduces human error in trade execution, tax-drift, and rebalancing delays-all of which lead to performance slippage and potential compliance liabilities. Centralizing execution through Amplify’s automated trading infrastructure ensures consistent model implementation across thousands of client accounts, de-risking operational workflows.
Overall Effects on Businesses Operating in the Wealth Management Sector
The join forces of Amplify and Ned Davis Research will push forward important structural trends in the overall wealth management and wealthtech industry:
Irrelevance of Isolated TAMP Systems: Old Turnkey Asset Management Programs that only function as product marketplaces will lose out due to the emergence of platforms that are AI-powered and open, integrating trading CRM billing, and multi-custodial execution into one workflow.
Redefining the Research Revenue Model: Stand-alone research companies will increasingly collaborate with execution technology platforms to deliver turnkey models straight to advisor workflows which will be a new channel for them to scale their distribution and establish asset-based recurring revenue streams.
Main Reasons Why the Switch to Unified Managed Accounts (UMAs) is Picking Speed: As trading and rebalancing technology is improved, the bigger wealth management businesses are expected to move away from single-strategy accounts to multi-asset UMA structures that join together equity, fixed income, and alternative models in a natural way.
Conclusion
This alliance between Amplify and Ned Davis Research is an important move in the direction of digitalization, enabling financial advisors to find, handle, and gain profit from investment research services through one channel. This powerful combo of data-oriented macro research paired with AI-driven automatic multi-custodial order execution has the platform free advisors from administrative hassles that used to slow their growth down Much. With this turn-key environment, wealth management and asset management firms get an explicit road map for saving on operational costs, safeguarding client assets, boosting and speeding up AUM growth that earns fees. To put it short, companies using a seamless technology-driven portfolio execution will outperform in handling operations and client retention while companies limited in portfolio management to manual procedures face a gradual decline of margins and dragging of operations.
