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Category: TAMP

7 posts categorized as "TAMP"

Spark Your Firm’s Growth with the Freedom to Focus on Client Relationships

July 3, 2019

Independence Day is a holiday marked by bright lights, brilliant colors, and booming sounds — larger than life displays that celebrate the way earning our freedom gave us the ability to evolve, mature, and grow. As an advisor, your ability to grow depends on your client relationships. And the strength of those relationships goes far…

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Building Your Best Back Office: Infographic

June 19, 2019

How satisfied are you with your back office operations? If you’re like many advisors we surveyed in conjunction with wealthmanagement.com, the answer is “Not very.” Why? And more importantly, what are you doing about it? Back office operations are too critical to a firm’s success to be running at an unsatisfactory level. Check out our…

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The 7-Point Check – How to Tell if It’s Time to Trade in Your Investment Platform

April 3, 2019

Choosing an investment platform can be exciting. You are selecting the technology and resources that will drive your business forward, define the investment experience for your clients, and hopefully, make your life easier. But as you put on the miles and that new-platform smell fades away, things can change. That sporty platform might not provide…

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Advisors Report Low Back Office Satisfaction – Why?

March 25, 2019

How your firm will handle back office tasks might be one of the most impactful decisions you’ll make as a financial advisor. In a recent survey, 91 percent of advisors indicated that the back office was “important” or “very important” to their firm’s success. The back office covers a range of services to help manage…

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5 Must-Haves for a Successful TAMP Relationship

February 21, 2019

What do you need to be an advisor? Different people may emphasize different portions of the answer, but most would tell you: Access to investments Technology to help you build portfolios and proposals An ability to process account information – billing, reporting, etc. An ability to deliver account information to clients Those are the bare…

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Why Advisors Choose FTJ FundChoice

June 28, 2018

Learn more about FTJ FundChoice, and how you can regain flexibility through one, simplified investment platform.

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New Technology and Partnerships

June 23, 2015

As we approach the 20th anniversary of the multi-strategy TAMP, it is a good time to reflect on how far we have come and what we still have left to do. Since 1996, our small band of disrupters has been on a mission to change the way advisors do business. We have brought about change…

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Orion Acquires Advizr, Inc.
We are excited to help you deliver a best-in-class client experience with our acquisition of this next-gen financial planning and client experience tech provider. Learn more at our upcoming webinar.
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