We are pleased to be included as a “TAMP Strategist” in America’s Best TAMPs by Wealth Advisor! This year’s edition is filled with helpful information on the TAMP industry. Read more about Rareview Capital on pages 28 and 74.
Rareview Capital LLC (“RVC”) is an SEC-registered investment advisor. The Wealth Advisor, TheWealthAdvisor.com and The Wealth Advisor e-newsletter (TWA) are not affiliated with any of the providers in the report. RVC makes no representations or warranties of any kind regarding the content of America’s Best TAMPS 2021 or any products or services described herein, including any warranties, express or implied, as to the accuracy, timeliness, completement or suitability of such content or products and will not be liable for any damages (including, without limitation, damages for lost profits) which may arise from the use of any participating provider’s services. RVC paid a sponsorship fee to TWA to be included in this report. TWA commissioned an independent survey of its registered subscribers in December 2020. The survey was designed to uncover advisor familiarity and attitude toward various TAMP platforms. The findings presented are based on aggregated responses and reflect relative brand penetration, as well as user satisfaction and quality of experience.