Keep your investment thinking inside every adviser-client conversation.
Amplify is a branded adviser engagement environment that helps investment platforms differentiate their proposition, and DFMs, model portfolio providers, asset managers and adviser-led wealth firms protect the value of their investment proposition from investment committee to client conversation.
Advisers can compare portfolios, explore scenarios, and create client-ready outputs without leaving your proposition behind.
The problem
Your investment thinking should not stop at the factsheet.
The value of your investment proposition is built through research, portfolio construction, and investment expertise. By the time the work reaches the adviser-client conversation, much of that intellectual property has been compressed into a factsheet, a deck, or a personal interpretation by the adviser.
The sophistication of the investment thinking is rarely visible at the moment that matters most.
What Amplify enables
Everyone else builds investment technology. We build engagement infrastructure.
Most investment technology helps firms analyse portfolios, manage investments, or generate reports. Amplify is different. It is built around the adviser conversation, helping firms preserve the value of their investment proposition by combining branded engagement, interactive planning tools, and client-ready experiences in one connected environment.
01
Built around the adviser conversation
Most investment technology ends with portfolio construction. Amplify begins where the investment proposition meets the adviser.
Interactive portfolio comparison, wealth simulation, income drawdown tools, and client-ready outputs help advisers engage with your investment thinking in the context of real client conversations – not static factsheets.
02
Your brand. Your proposition.
Amplify provides a fully branded adviser engagement environment where your portfolios, research, market insights and investment thinking remain current, connected and under your control.
Advisers spend more time inside your proposition – not third-party tools, spreadsheets, or PDFs.
03
Built for proposition adoption and retention
Amplify isn't designed simply to display investment information. It's designed to influence adviser behaviour.
By connecting investment thinking, branded workflows, portfolio comparison, wealth simulation and ongoing engagement, Amplify strengthens proposition adoption and creates a lasting competitive advantage.
Category insight
The layers you do not yet control.
Three layers run between investment thinking and the end client. Two of them are well-established and ownership is settled. The third – the engagement layer – is where commercial value increasingly accumulates and where ownership remains contested.
Wealth distribution · Three-layer model
Investment layer
Research, model construction, portfolio management, governance - where the investment IP is built.
Ownership: DFMs, Asset Manager and Model Portfolio Providers (PROPOSITION OWNERS)
Engagement layer
Where the adviser-client conversation happens. Today: generic terminals, ad-hoc spreadsheets, advisers' own decks, factsheet PDFs. Brand-absent. Inconsistent. Unmeasured.
Ownership: Contested · ← Amplify
Administration layer
Custody, mandate execution, reporting infrastructure - where the operational work runs.
Ownership: Platforms
Proposition owners control the investment layer. Platforms control the administration layer. The engagement layer in between is where Amplify is designed to operate – keeping investment thinking, brand, and adviser workflow inside the Proposition Owner environment.
Why the engagement layer matters now
Three structural reasons the contested middle is becoming the strategic priority.
For proposition owners (the CIO)
The engagement layer is where your investment proposition comes to life. Owning it keeps your portfolios, research and investment thinking present at the moment advisers explore, compare, and recommend investment solutions, rather than handing that experience to generic tools.
For heads of distribution
The engagement layer is where adviser engagement becomes visible. Understand which advisers engage with your proposition, which portfolios they compare, which scenarios they explore and where adoption is strongest. Turn adviser activity into actionable engagement intelligence.
For executive leaders
The engagement layer transforms your investment proposition into part of the adviser workflow. Once advisers rely on your branded environment every day, the value is no longer just the portfolios – it is the experience, workflow, and relationship. The engagement layer becomes a durable competitive advantage.
Discovery route
How we work together.
Amplify is a strategic conversation, not a transactional sale. Discovery typically progresses through three structured steps.
01
See your own investment proposition brought to life.
We configure Amplify around your portfolios, benchmarks and adviser use cases, demonstrating how your branded engagement environment supports real adviser-client conversations.
02
Define the opportunity.
Together, we identify the adviser audience, proposition, distribution objectives and success measures to ensure Amplify is aligned to your commercial priorities.
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