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TAMP Differentiation/UVP - Coggle Diagram
TAMP Differentiation/UVP
Education
Matson Money
Advisor Education
Integrating AUM to your fee-for-service business
Show them how to DO it
Show them how to SELL it
Specialized Experts to sit in your client meetings
Technology
Betterment
Key capabilities
Onboarding
Trading customization
Client portal
Advisor portal/platform
Uncertain???
Investment Management
Philosophy
Returns
Passive DFA-based/low-cost
ESG/SRI? BRI?
ETF/Fund Models
Direct Indexing w/ ESG screens
Customized Indexing
Alternative Investments(?)
Menu of Specialized Strategies
Service
Everything for everyone
Targeted service for the 'right' client(?)
Average (undifferentiated) service?
Service coverage while you're out
Access to TAMP leadership (not scalable?)
Outsourced trading desk (your models, our traders)
Price
First Ascent
Our bps are low and we have no minimums/platform fees