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FTJ FundChoice Showcases Modernized TAMP Experience during 34-Stop U.S. Event Tour

August 22, 2019

HEBRON, Ky.--(BUSINESS WIRE)--Aug 22, 2019--

FTJ FundChoice, a leading open architecture Turnkey Asset Management Program (TAMP) with over $15B in assets under administration, soon to be Orion Portfolio Solutions, today announces the 2019 schedule for its complementary advisor education and networking series: “TAMP Talks.” With stops in 34 U.S. cities from October 15 to November 20, 2019, these events will educate advisors on the platform’s latest technology, investment, and service enhancements.

Orion Portfolio Solutions has recently placed a significant emphasis on redefining the standard for advisor technology in the TAMP space, following NorthStar Financial Services Group, LLC, the parent brand to Orion Advisor Tech, acquiring FTJ FundChoice in April of 2019. This upcoming event series provides an opportunity for attendees to see first-hand how these new and improved tech capabilities can enable advisors to confidently manage their investments, clients and business.

Open to all advisors, the 2019 TAMP Talks will bring together practice management experts and the Orion Portfolio Solutions teams who will deliver sessions on:

“With the financial market rapidly shifting, we aim to support advisors nationwide with robust educational tools that are convenient, relevant, and accessible,” said Cory Kendall, Executive Vice President of Sales for Orion Portfolio Solutions. “We have big plans for continued product development to best help advisors manage their client’s investments, and we invite them to take advantage of these events to learn how we can help them grow their business through innovation.”

Upcoming dates and locations for the 2019 TAMP Talks:

To learn more and register for an upcoming TAMP Talks, visit www.OPSTAMPTalks.com

About FTJ FundChoice

FTJ FundChoice (soon to be Orion Portfolio Solutions) is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, we seamlessly integrate technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform. We help advisors confidently manage their clients, investments, and business through a simple UMA process, dedicated high-net-worth program, robust trading and reporting platforms, integrated suite of compliance tools, and monthly billing cycle. For more information, please visit our website or follow news and insights via our blog.

View source version on businesswire.com:https://www.businesswire.com/news/home/20190822005412/en/

CONTACT: Jimmy Moock, Gregory FCA for FTJ FundChoice

Direct: 610-228-2125




SOURCE: FTJ FundChoice

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PUB: 08/22/2019 10:00 AM/DISC: 08/22/2019 10:01 AM


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