Built for Advisors Who Want to Scale Smarter.
Bison TAMP delivers advisor-first technology, curated investment solutions, and expert support—so you can focus on clients, not operations.
Operational Efficiency
Reduce administrative burdens with automated processes, real-time data insights, and simplified fee structures.
Scalability & Growth
Expand your practice with ease through our flexible solutions that grow alongside your business.
Comprehensive Investment Solutions
Gain access to professionally managed portfolios, model strategies, and alternative investment opportunities tailored to your clients' unique needs.
Next-Level Technology
Leverage a seamless, fully integrated platform with portfolio management, reporting, and compliance tools at your fingertips.
Dedicated Advisor Support
Work with a team of experienced professionals committed to your success, offering white-glove service and strategic guidance.
Who We Serve
Whether You’re Scaling or Starting Fresh — We’re the Platform Behind the Practice
RIAs
Elevate your infrastructure while retaining independence
Breakaway Advisors
Seamless transition, from wirehouse to freedom
Growth-Focused Teams
Automate the backend, focus on the front end
Multi-Advisor Firms
Streamlined reporting, team oversight, and AUM growth tools
Discovery & Platform Fit
Understand your structure, book, and vision
Onboarding & Custodial Coordination
Seamless client transition and compliance support
Training & Launch
Team education, tech walkthrough, live account support
Post-Onboarding & Growth
Performance optimization & business expansion
Why Advisors Choose Bison Wealth SRQ
Performance, Partnership, and Peace of Mind
Efficiency Without Compromise
Automate what doesn’t need your time. Focus where it counts.
Boutique Feel, Big-Firm Capability
Enjoy the responsiveness of a boutique firm with the power of an enterprise-grade platform.
Advisor-Centric Culture
Created by advisors, for advisors. No conflicts. No distractions.
