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FTJ FundChoice, LLC

Filed under: TAMP

Company info:

RIA department info:

Etcetera:

  • 92 FTEs
  • Founded in 2001

Q&A:

What is the service or product you offer to RIAs?

FTJ FundChoice, LLC is a leading provider of investment, reporting and service solutions. FTJ FundChoice offers products and services that provide advisors with freedom and flexibility. From a dedicated service team acting as your back-office to a multitude of investment options, FTJ FundChoice is a valuable partner in simplifying your business.Whether you outsource investment management to third-party strategists or run your own model portfolios, our technology and service offer you the flexibility your business needs to grow.

How do you differentiate your offering from competitors?

Further diversify portfolios utilizing the FTJ FundChoice innovative multi-mandate Market Movement Strategies (MMS) program, which seeks to insulate clients from the unpredictability of market cycles. Alternatively, our Advisor-directed program allows you to build, maintain and implement portfolios based on your own investment philosophy.

What else would you like to say about your business?

FTJ FundChoice also offers Portfolio Target, an advisor led digital advice solution, designed to deliver a fully digital investment experience to clients. It combines client facing technology with financial advisor expertise to help clients reach their financial goals. With Portfolio Target, advisors gain access to a fully branded digital solution, helping onboard clients in one streamlined process while competing with direct-to-consumer robo-advisor platforms.



Market Movement Strategies:



Portfolio Target, Powered by ftj FundChoice:

Learn more about FTJ FundChoice Case Studies

Preparing Clients for Any Market Scenario – The MMS Story:

How to Attract and Serve High-Net-Worth Investors:

FTJ FundChoice Press Releases

FTJ FundChoice 2018 Advisor Summit Sells Out for Third Year in a Row with Over 300 Financial Advisor Attendees:

New White Paper Details How FTJ FundChoice Created a New Financial Advisor Led Digital Advice Tool, Portfolio Target™:

Founders Financial Securities LLC Partners with FTJ FundChoice:

FTJ FundChoice Hits $9 Billion in Assets Under Administration:

FTJ FundChoice Introduces Portfolio Target, a Financial Advisor-Led Digital Advice Solution:

FTJ FundChoice Launches Separately Managed Accounts Program with Industry Leading Investment Strategist Partners:


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Orion buys $10-billion TAMP to take on Envestnet and AssetMark head-on for mega-accounts

Omaha, Neb.-based NorthStar division is buying FTJ Fundchoice to launch Orion Enterprise after painful losses in bidding for business with large RIAs and IBDs

TD Ameritrade wins a $2.5-billion RIA custody client on the strength of its delivery of B-to-B capabilities using Orion, Veo and API

FTJ FundChoice took its assets from a bank in the name of efficiencies aimed at big growth

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