Why Attend?

We are setting a new bar for advisor technology in the TAMP space. Our TAMP Talks will show the industry what a TAMP should be, and they will help you discover new, innovative ways to grow your business.

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Who Should Attend Looking To Manage Your Business More Confidently?

Each TAMP Talk event will feature valuable information for anyone interested in hearing directly from us about our new tech solutions, new strategist availability, and future product development plans. You will discover how we’re utilizing direct-indexing, multi-custodial aggregation, and new investment products to give you a more robust experience.

Join Us If You Are:

Currently working with Orion Portfolio Solutions (FTJ FundChoice) and interested in learning how to use our newest products and technology.

Not yet working with Orion Portfolio Solutions, but interested in meeting with us to learn more about the value of utilizing our modernized TAMP.

With the financial market rapidly shifting, these events will showcase how Orion Portfolio Solutions will support advisors nationwide with robust educational tools that are convenient, relevant, and accessible!

Cory Kendall, Executive Vice President of Sales for Orion Portfolio Solutions

FAQs

When Do The TAMP Talks Begin?

This year’s events will kick off October 15th in Atlanta. Check out our Locations tab for more details & dates. 

 

How Much Does It Cost to Attend?

Join our TAMP Talks at no cost! You’ll just need to cover your own travel expenses. 

 

What’s the Dress Code?

The dress code for these events is business casual.