Master Data Management Services for Family Offices, RIAs, Endowments, and Foundations

Our clients are tech-forward and have committed to ensuring that their data remains well-managed and up-to-date.

Data is critical to any decision-making framework. When data is retrieved, aggregated, current, and normalized, it can increase operational agility and contribute to a variety of valuable applications spanning business intelligence, investment, and analytical systems.


After years of experience serving institutional investors and their end clients, leading investment offices turn to Amplify to successfully handle even the most sophisticated software implementation, customization, and configuration projects.


Family Offices

Amplify’s Family Office Platform serves leading families and their advisors through a combination of white labeled best-in-class SaaS technologies and proprietary solutions operated by our team of world-class solutions experts. This offering has proven to be ideal for intentionally-lean Family Offices seeking a best-of-breed data platform at a predictable cost structure.



Our team comprises former private wealth practitioners and SaaS subject matter experts who work with SEC-registered wealth management firms of all sizes - from newly independent breakaway shops to established firms serving end clients ranging from mass affluent to ultra-high net worth individuals.


Endowments and Foundations

Investment committees rely on our team of solutions experts to curate an institutional-grade investment reporting and analytics program. Amplify serves in a consultative capacity, operating on behalf of its clients by helping them design, build, and iterate upon highly sophisticated consolidated reports.

Ready to learn how Amplify’s team of strategic consultants and transformation experts can help your business harness the power of data?