New partnership helps advisors deliver institutional research while outsourcing portfolio trading, rebalancing, and reporting
Amplify Technology (“Amplify”), the enterprise growth platform built on an AI-native data lake, announced a partnership with Ned Davis Research (“NDR”), a leading independent investment research firm, to deliver NDR’s trusted institutional research as turnkey managed portfolios through the Amplify platform. The collaboration enables financial advisors to implement NDR’s investment models across every client account on any custodial platform, eliminating the day-to-day operational demands of portfolio management.
“We’re focused on helping advisors reduce the operational burden of building and managing portfolios so they can dedicate more time to the work that creates the greatest value for clients,” said Aaron Brodt, co-founder and chief executive officer of Amplify. “By combining Ned Davis Research’s trusted investment expertise with Amplify’s turnkey execution capabilities, we’re making it easier for advisors to deliver sophisticated portfolio solutions at scale.”
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NDR’s investment models are built on decades of objective, data-driven market research designed to help advisors navigate changing market conditions through intentional portfolio construction and risk management. By delivering their models to Amplify’s network of advisors, NDR eliminates the need to build and maintain models internally. Advisors continue to lead their client relationships and investment strategy, while Amplify manages trading, rebalancing, and performance reporting across their clientele.
“Our team has spent decades helping advisors make more informed investment decisions through objective, data-driven research,” said Brian Sanborn, CFA, global head of investment solutions at Ned Davis Research. “Through our partnership with Amplify, advisors can now put that research to work with professionally managed portfolios while maintaining the flexibility and client relationships that define their practices.”
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To introduce the new offering, Amplify and Ned Davis Research will host a live webinar, “From Institutional Research to Turnkey NDR Managed Models, Powered by Amplify,” on Tuesday, Aug. 11, at 1:00 p.m. ET. During the 30-minute session, attendees will learn how NDR’s research is translated into turnkey managed portfolios, how Amplify implements those portfolios across client accounts on any custodian, and how outsourcing portfolio operations can help advisors reclaim time to focus on clients and business growth.











