Americas Best TAMPS 2024 - 30

2024 AMERICA'S BEST TAMPS
DYNASTY
PLATFORM
PLUS
Shirl Penney
President and CEO
TM
New business contact:
Dynasty Financial Partners * 200 Central Avenue, 15th Floor, St.
Petersburg, FL 33701 * dynastyfinancialpartners.com
Dynasty Financial Partners is a premier provider of technologyenabled
wealth management solutions and business services for
fully independent financial advisory firms primarily focused on
serving high net worth and ultra-high net worth clients.
Dynasty Platform Plus
integrates the research,
portfolio analysis tools,
tax management trading
technology, manager
access, operational and
compliance support for
an RIA to offer highly
professional and scalable
investment solutions.
The platform provides
comprehensive support
whether advisors choose to
manage their own portfolios,
select SMAs or ETF/Mutual
Fund models, or outsource
some, or all aspects, of
their investment offering to
Dynasty's OCIO capabilities.
The open architecture
infrastructure we have
built over the years will
continue to be driven
by our commitment to
innovation and our laser
focus to be a platform that
is advisor centric. All roads
in the wealth management
industry are leading to the
independent RIA channel.
For RIAs to compete
and better serve their
clients with scale and
efficiency, advisors require a
trustworthy platform that is
able to guide them through
the digital transformation
that our industry is
experiencing.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
Dynasty provides independent financial advisors with access
to a comprehensive platform of software and technology tools,
business services and holistic investment management capabilities
through an open-architecture platform delivered via a suite of
proprietary technologies and strategic resource partners. Dynasty's
experienced team, technology, tools and services provide advisory
firms the supported independence to launch their business, scale
their operations and grow their enterprise while also allowing them
to be more focused on and better equipped to serve their clients.
Dynasty's commitment extends beyond technology by fostering a
Community of like-minded advisors through exclusive events and
experiences, ensuring that advisors thrive independently while
benefiting from the support of a growing Dynasty Community of
independent network advisory firms. Dynasty's Investment Bank
offers a range of flexible capital solutions, enabling advisors
to expand and scale their businesses through mergers and
acquisitions, succession, partner buyouts and working capital.
Dynasty also provides comprehensive M&A and strategic advice to
firms seeking organic growth.
Furthermore, Dynasty has a leading RIA network leveraging its
integrated platform. With Dynasty's growing Enterprise Group,
it supports larger institutional clients who often have numerous
advisors-in multiple cities-by delivering its platform both at the
home office and firm level. Dynasty helps level the playing field for
advisors and firms looking to deliver Private Wealth Management
capabilities to their UHNW clients as opposed to many of the larger
Wall Street firms.
Whether starting a new fully independent RIA, growing their existing
RIA or joining one of the established independent RIAs across the
growing Dynasty Network, advisors partnering with Dynasty gain
access to valuable resources and industry-leading capabilities,
empowering them to address their clients' needs and protect and
grow their wealth.
STARTUP
47 ED I T A B L E L I N E I C O N S S E T
BUSINESS
STRATEGY
CUSTOMIZED PORTFOLIOS
MARKETING SUPPORT
DISCOVER
RESEARCH
SUPPORT
PRODUCT
VALUE CHAIN
MARKETING
IDEA
47 ED I T A B L E L I N E I C O N S S E T
IPO
SCALABILITY
DECISION MAKING
INNOVATION
CROWD FUNDING
COMPETITION
PATENT
DECREASE
LAUNCH
CUSTODIAN AGNOSTIC
SOLUTION
PROJECT
CONTRACT
REPORT
CONTROL
THINK OUTSIDE
THE BOX
PARTNERSHIP
ACHIEVEMENT
GROWTH
COMPLIANCE TOOLS
ORGANISATION
EXPLORE
GLOBAL BUSINESS
SELL SHARE
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TAKE OVER
TESTING
DECISION MAKING
PLANNING
BANKRUPT
PROJECT
SUCCESS
INTEGRATION WITH
3RD-PARTY PLATFORMS
REPORT ANALYSIS
INVESTMENT
ORGANISATION
EARNINGS
ANALYSIS
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
FINANCIAL RISK
GROWTH
VISION
PLATFORM LAUNCH
UNICORN
ADVERTISING
TAKE OVER
DIRECT INDEXING
STRATEGY
START UP
STRATEGY
VISION
DEVELOPMENT
BUSINESSMAN
IDEA
ACHIEVEMENT
BUSINESS PLAN
CAPITAL
DEADLINE
FINANCIAL ADVISOR
FINANCIAL STRATEGY
MANAGING
SUCCESSION PLANNING
PROGRESS
PRESENTATION
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
PROJECT
CONTRACT
GROWTH
ORGANISATION
STRATEGIC FEATURES
47 ED I T A B L E L I N E I C O N S S E T
John Sullivan, Managing
Director, Business
Development
Phone: (312) 898-8896
Email: JSullivan@dynastyfp.com
Website: dynastyfinancial
partners.com/start/
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Angela
Gingras
COO
Bob
Shea
CIO
Type of Program: Open
architecture, Advisor as
PM, Model-delivered SMA,
Traditional SMA, UMA, OCIO,
Outsourced model portfolios,
Outsourced overlay trading,
Fee billing, Full operational
support
Total Assets in Program:
$40.6 billion as of 9/30/23
Year Program Began: 2014
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: Yes
Types of Products Available:
Advisor as PM, Direct Indexing
SMAs, ETF Models, Hedge
Funds, Model Management,
Model-Based Portfolio
Solutions, OCIO Services,
Options Overlay, Private Credit,
Private Equity, Real Estate,
Research, SMAs, Structured
Products, Tax Overlay, UMAs
Platform Tracks Client
Holdings: Yes
Program Compatible for:
RIAs, independent advisors
Optimized for Tax Trading
Efficiency: Yes
Sleeve-Level Reporting: Yes
REVENUE
DEFENSE STRATEGY
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: Advisor
directed, by asset class, by
sub-asset class
30
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
https://dynastyfinancialpartners.com https://dynastyfinancialpartners.com/start/ https://dynastyfinancialpartners.com/start/ https://dynastyfinancialpartners.com/start/ https://www.linkedin.com/in/angela-gingras-435a66a/ https://www.linkedin.com/in/bob-shea/
Americas Best TAMPS 2024

Table of Contents for the Digital Edition of Americas Best TAMPS 2024
