Skip to Content

Category: Technology

8 posts categorized as "Technology"

New Advisor Technology Coming to our Turnkey Investment Platform

August 12, 2019

For the advisor that uses our platform to manage their investments, their clients, and their business growth—these are exciting times. Our turnkey asset management program (TAMP) is being integrated into the Orion brand family, as Orion Portfolio Solutions. And with that, we are redefining the standard for advisor technology in the TAMP space with new…

Read More about New Advisor Technology Coming to our Turnkey Investment Platform

How Orion’s Acquisition of Advizr, Inc. Will Transform the Client Experience

July 11, 2019

On July 11, our sister company Orion Advisor Services acquired Advizr, Inc., a financial planning and client experience technology platform known for its sleek interface and intuitive user experience. What does that mean for ftj | FundChoice? Our mission has always been to help advisors simplify the way they run their businesses so they can…

Read More about How Orion’s Acquisition of Advizr, Inc. Will Transform the Client Experience

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…

Read More about Building Your Best Back Office: Infographic

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…

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

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…

Read More about Advisors Report Low Back Office Satisfaction – Why?

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…

Read More about 5 Must-Haves for a Successful TAMP Relationship

Why Advisors Choose FTJ FundChoice

June 28, 2018

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

Read More about Why Advisors Choose FTJ FundChoice

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…

Read More about New Technology and Partnerships

Close

TAMP Talks 2019: Discover what a TAMP should be!
This fall, we’re rolling out new platform improvements, tech tools, and experiences that will help you manage your firm more confidently. The first of our 30+ events kicks off October 15th in Atlanta, Georgia.

Learn More & Register