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Build your own investment proposals while alleviating client emotional responses to adverse market conditions.

To create a proposal, select the “Advisor Portal (New)” under the Login option.
Once logged in, select “Proposal” under the Work Center tab.

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1. Clients take the FTJ FundChoice Risk Tolerance Questionnaire.  Accept or customize the score to meet your clients return expectations.

2. The risk score is applied to the three mandate approach using a blend of third party strategists combined with your own investment strategy.


3.
Generate a comprehensive investment proposal showcasing your brand.

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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.

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