7 posts categorized as "Technology"
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…
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…
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…
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…
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…
Why Advisors Choose FTJ FundChoice
June 28, 2018
Learn more about FTJ FundChoice, and how you can regain flexibility through one, simplified investment platform.
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…