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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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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.
Learn More