Orion Portfolio Solutions Roadshows 2019

New tech. A better experience. Discover what a TAMP should be.

We recently announced the exciting news that FTJ FundChoice would be renamed Orion Portfolio Solutions in September of 2019. In addition to a new name, we have modernized our TAMP, and we’re excited to showcase our latest improvements.

We are proud to provide advisors with new, cutting-edge technology that will grow their business with robust investment capabilities, powerful tools to build stronger relationships, and much more.

Join us at an Orion Portfolio Solutions Roadshow event this fall where you will learn how to fully utilize our new technology offerings, including a new advisor portal and investment proposal generator and many other enhancements. You will also discover how you can take advantage of our expanded selection of strategists and our increased availability of custodial partners. Be among the first to hear about our plans for continued innovation as we rebrand and integrate into the Orion family of brands.

With 36 Roadshows planned for 2019, you’re sure to find an event near you!

Locations

CASE STUDY Double Your Growth

Learn how other advisors are crushing their goals with Orion Advisor Technology.

Why Orion? Innovate. Disrupt. Win.

We think beyond technology to deliver an experience that pushes the limits of your success, driving you to innovate, disrupt and win for years to come.

A Platform Scoped To Your Business Specs
We can help you customize the capabilities and workflows that work best for your business. The result? A more efficient platform to propel productivity and growth.
Capabilities That Maximize Advisor Alpha
We know that adding value to client relationships is what keeps the lights on (for you and us) and we commit to delivering a tool-set that allows you to create unmatched experiences that set your business apart.
Support That's As Innovative As Our Tech
You want amazing tech. But you also need responsive support. Working with us guarantees both without exceptions, to help you get the most out of our powerful technology.
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We like tech that drives higher performance. How ’bout you?

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Save your spot at any of our 36 events! We hope to see you there.
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Have more questions? Contact the Orion Portfolio Solutions Regional Sales Team at 800.379.2513, option 5, or email them directly.