Tamp

You became an advisor to serve clients - not to run a back office

Most advisors spend 40–60% of their week on compliance, billing, trading, and technology. That's time not spent with the families you're called to serve.

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Included for every advisor

The Inspire Foundation

Affiliating with Inspire means the back office is handled from day one. Every affiliated advisor gets this - no matter how each account is managed.

Compliance & registration

Affiliating with Inspire means the back office is handled from day one. Every affiliated advisor gets this - no matter how each account is managed.

Advisory-fee billing

Fee calculation, collection, reconciliation, and clean client statements - accurate and on time, every cycle.

Operations & service

New-account processing and a service desk that tracks every request through to completion.

Marketing & growth

A library of compliance reviewed, professionally designed materials you can adapt as your own.

Account by account

Who manages each client's portfolio? You choose.

You get the full platform above either way. Then, for each client account, you decide who handles the investment management - you, or the Inspire team. It's not all-or-nothing: direct the accounts you love managing, and hand us the ones eating your time.

Advisor-Directed

You manage the portfolio

Your models, your call.

On your plate

Portfolio construction & management

Trading & rebalancing

Custody & account operations

Proactive monitoring - cash, funding, NIGO

Payout via the production grid — up to 90%

Inspire-Managed

Our investment team manages it

All of it, off your plate.

Handled for you

Portfolio construction & management

Trading & rebalancing

Custody & account operations

Proactive monitoring - cash, funding, NIGO

You keep 100% of your advisory fee

Clients tend to agree: 40% of affluent investors say a dedicated team at the advisor’s firm is better suited to manage their portfolio than the advisor alone.(Cerulli, U.S. Managed Accounts, 2023)

Inside Inspire-Managed

Choose the platform that fits each client

Inspire-Managed runs on Inspire Investing’s Turnkey Asset Management Program (TAMP). For each account you bring on, pick the platform that fits the client - all three offer institutional-grade, biblically responsible portfolios.

ETF Platform

0.35%

cost of service

ETF strategies. Risk-based, target-date, and active model lineups — plus fully custom models.

Select Platform

0.55%

cost of service

Individual stocks. Risk-based, active, sector, thematic, and asset-class models — plus custom models.

Custom Indexing

0.70%

cost of service

Built on Inspire Select equity model. Tax-smart transition of large legacy gains, daily automated tax-loss harvesting, after-tax "tax alpha" reporting —and more.

About the cost. The cost of Inspire-Managed service (0.35-0.70%) is billed to the client account for professional portfolio management - never deducted from your advisory fee. Industry TAMP services are commonly cited at 0.45-2.5% of assets; Inspire's begin at 0.35%.

‍New to TAMPs? A Turnkey Asset Management Program is an outsourced platform that handles investment management and back-office operations on your behalf - a dedicated team does the heavy lifting while you keep the client relationship. Source: U.S. News & World Report, "What Is a TAMP and How to Choose One."

By the numbers

Advisors who outsource see real results

Source: AssetMark, The Impact of Outsourcing, 2024 — 697 advisors surveyed with 8 Acre Perspective

11+

hours saved per week by advisors who primarily use a TAMP

98%

of advisors who outsource say they deliver better investment solutions

79%

report higher personal income after outsourcing

89%

report stronger client relationships

Is it time?

How to know when to make the move

Your calendar is full of non-client work

If compliance, trading, rebalancing, and operations eat the hours you’d rather spend advising, outsourcing buys those hours back.

You want to grow without hiring

If the next stage of growth would mean building an investment team, Inspire Advisors is that team — without the payroll.

Your clients value their faith

If alignment between money and conviction matters to the families you serve, a biblically responsible platform sets you apart.

Do what you do best.
We’ll handle the rest.

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(877) 859-6383 inspire@inspireadvisors.com

Best Financial Advisory Firms awarded as of 6/2025 by USA Today and Statista. America's Top RIAs awarded as of 7/2025 by FA Magazine and Commonwealth. Great Place To Work awarded 10/2024. Licensing fees were paid for use of these logos. No compensation was paid to obtain these ratings. America's Top Financial Advisory Firms awarded as of 11/25 by Newsweek and Plant-A.

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Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.

The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.

Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

National Admin Office: 3597 E Monarch Sky Ln, Suite 330 Meridian, ID 83646; Phone: (877) 859-6383 Investment advisory services offered through Inspire Advisors, LLC, a Registered Investment Advisor registered with the SEC.