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THE DIVERGENCE
The industry is not evolving.
It is splitting.
A small group of firms have embedded AI into how they actually work. Everyone else is adopting tools in isolation and hoping it adds up. It does not. The gap is not forming. It is compounding.
Most RIA AI platforms require you to give up your independence to get them.
TAMX is different.
THE ADVISORS PULLING AHEAD
Building the future
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Compressing hours of work into minutes
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Growing capacity without adding staff
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Acting on every client signal in real time
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Delivering an experience that compounds
THE ADVISORS FALLING BEHIND
Stuck in place
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Maintaining legacy, manual workflows
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Toggling between disconnected systems
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Testing AI tools in isolation
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Still debating whether to add a note taker
THE HONEST TRUTH
Your firm is not the
problem.
Its pace of AI innovation is.
You are talented. You are ambitious. You can already see exactly where this industry is going. And every day you sit in a firm that cannot move fast enough, the gap between the advisor you could be and the advisor you are allowed to be gets a little wider. That gap has a cost, and your clients are the ones who pay it.
WHAT YOU STEP INTO
A practice built for AI from the ground up.
Not an AI note taker bolted onto old software. A genuinely integrated AI practice where your planning, your tax work, and your investments run on the same data.
AI assisted tax planning
A best in class tax planning agent working from your data down to the tax lot level, surfacing moves you would have missed.
AI assisted financial planning
Planning workflows that compress preparation from hours into minutes, so your time goes to clients, not assembly.
A modern investment experience
Proprietary model portfolios and a clean, modern investment platform your clients can actually feel the difference in.
Built on Altruist custody
Native Hazel AI integration
AI lead generation from day one
An in house broker dealer when you need it
Full independence, always
HOW IT WORKS
Three steps to a modern practice.
Have a conversation
Book a demo and tell us where you are and where you want to go.
See what is possible
Learn how TAMX changes the way you operate, plan, invest, and serve clients.
Transition and transform
Make the move with full support and step into a practice built for where this is going.
THE BACKING
You run your practice.
We built the rails.
TAMX advisors operate with full autonomy inside Altruist’s custodial platform. You open accounts, move money, and run your book on your terms. What you are not doing is starting from scratch. Behind TAMX is nearly 25 years of RIA infrastructure, compliance oversight, proprietary investment models, and an in house broker dealer that most platforms cannot offer.
~25
years of RIA infrastructure
$2.8B+
in assets under management
27
advisors located throughout the U.S.