Provides Advisors with the Technology and Marketing Tools to Serve Today’s Digital Clientele
HEBRON, Ky., June 21, 2017 (GLOBE NEWSWIRE) — FTJ FundChoice, a national turnkey asset management program (TAMP) with over $8B assets under administration, today launched Portfolio Target, an advisor-led digital advice solution. Portfolio Target helps advisors compete with direct-to-consumer, robo-advisor platforms with private labeled, user-friendly technology that today’s investors desire. Whether using investment strategists via FTJ FundChoice’s Market Movement Strategies program or custom portfolios, Portfolio Target helps advisors deliver a fully digital investment experience with seamless account opening at TD Ameritrade.
Download the Portfolio Target brochure to learn more.
“With support from industry leading advisor technology and marketing providers, we are thrilled to officially launch Portfolio Target, a digital advice solution that helps advisors more easily connect with clients in search of next-generation investment solutions,” said Dean Cook, President of FTJ FundChoice. “We want Portfolio Target to serve as an extension of each advisor by helping improve their value proposition for sustainable, long-term growth. To ensure that Portfolio Target met this standard, we assessed the current digital advice landscape and spoke with advisors on what they felt they were missing in other offerings. We ultimately chose to create a digital solution that allows for strategist-led and custom portfolios, offers thorough risk analytics, and provides extensive opportunities to private label along with supplemental marketing and PR materials to help promote Portfolio Target to advisors’ prospects and clients.”
How It Works:
- Advisors complete Portfolio Target set-up building model portfolios (using third-party strategist offerings or creating their own custom portfolios), setting their fees, choosing their investment story, and completing all private labeling settings.
- Advisors guide their clients to their self-branded Portfolio Target website via a link on the advisor’s website or a given URL.
- Client digital experience begins with the client indicating their investment goal – retirement, current income, or wealth accumulation.
- The client answers a series of investment lifestyle questions.
- A proposal with the advisor’s recommended investment portfolio is generated for the client’s viewing.
- The client opens an account electronically, signing digitally with DocuSign.
In addition to Portfolio Target’s private-label marketing options, FTJ FundChoice is providing advisors with supplemental marketing and PR materials to promote Portfolio Target to their clients. FTJ FundChoice is offering a client-facing, online instructional video that will be in the advisor’s branding and can either sit on the advisor’s website or be shared via a URL. FTJ FundChoice is also offering client-facing press release templates to help advisors easily announce this new technology to prospects and clients.
FTJ FundChoice continuously innovates and vets industry partners for the benefit of their advisor clientele. In addition to today’s Portfolio Target launch, FTJ FundChoice has added American Funds to its list of available third party strategists, giving advisors access to six new mutual fund models: American Funds Preservation Model Portfolio, American Funds Income Model Portfolio, American Funds Balanced Model Portfolio, American Funds Growth and Income Model Portfolio, American Funds Growth Model Portfolio, and American Funds Global Growth Model Portfolio.
About FTJ FundChoice
Founded in 2001, FTJ FundChoice, LLC, an SEC Registered Investment Advisor, provides advisors access to independent asset allocation strategies and model trading functionality. FTJ FundChoice assists advisors in simplifying their business by absorbing back office tasks, such as trade reconciliation, account administration, fee billing and performance reporting, allowing the advisor to spend more time on client relationship-building activities.
About Portfolio Target: Your Relationship. Your Strategy. Your Digital Solution.
Powered by FTJ FundChoice, Portfolio Target is an advisor-led digital advice solution. It delivers a fully digital investment experience to advisors’ clients by combining client-facing technology with the advisor’s expertise, selecting and directing the investments to help clients reach their financial goals. Portfolio Target’s key features include a 100% digital user interface, private labeling, custom model allocations and portfolios, automated trading and rebalancing, and paperless account opening with DocuSign integration.