Press release

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

Sponsored by Businesswire

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:

  • Evaluating technology to support firm’s front and back office operations
  • Steps to simplify UMA processes through Market Movement Strategies
  • New and improved technology, including an enhanced proposal system, more intuitive reporting options and financial planning capabilities
  • Upcoming product releases such as direct indexing capabilities, custom SMA solutions, and a suite of turnkey UMA portfolios
  • The latest trends in investment management from leading third-party strategists, such as: Advanced Asset Management Advisors, American Funds, Appleton Partners, Clark Capital Management Group, CLS Investments, Cougar Global Investments, Efficient Market Advisors, Horizon Investments, Ladenburg Thalmann Asset Management, Loring Ward, Main Management, Meeder Investment Management, Ocean Park Asset Management, PIMCO, Russell Investments, Toews Corporation, and Wilshire Associates.

“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:

  1. Atlanta, GA – October 15
  2. San Diego, CA – October 15
  3. Lansing, MI – October 16
  4. Tampa, FL – October 16
  5. Irvine, CA – October 16
  6. Wood Dale, IL – October 17
  7. Fort Lauderdale, FL – October 17
  8. Pasadena, CA – October 17
  9. Hebron, KY – October 21
  10. Charlotte, NC – October 22
  11. Omaha, NE – October 22
  12. West Harrison, NY – October 22
  13. Houston, TX – October 22
  14. Kansas City, MO – October 23
  15. Akron, OH – October 23
  16. Austin, TX – October 23
  17. Virginia Beach, VA – October 24
  18. Dallas, TX – October 24
  19. Brooklyn Center, MN – October 29
  20. Scottsdale, AZ – October 29
  21. West Des Moines, IA – October 30
  22. San Jose, CA – October 30
  23. Sacramento, CA – October 31
  24. Las Vegas, NV – November 5
  25. Centennial, CO – November 6
  26. Birmingham, AL – November 6
  27. Bridgeville, PA – November 7
  28. Albuquerque, NM – November 7
  29. Mt. Lauren, NJ – November 12
  30. Bellevue, WA – November 12
  31. Paramus, NJ – November 13
  32. Needham, MA – November 13
  33. Salt Lake City, UT – November 13
  34. Frontenac, MO – November 20

To learn more and register for an upcoming TAMP Talks, visit

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.