FTJ FundChoice Unveils Market Movement Strategies, an Investment Management and Reporting Technology Platform for Financial Advisors
Partners With AdvisoryWorld and Orion Advisor Services to Create New Industry-Leading Technology Programs for FTJ FundChoice Advisor Clientele
(firmenpresse) - CINCINNATI, OH -- (Marketwired) -- 07/01/15 -- , a national turnkey asset management program (TAMP) with over $4.8 billion assets under administration (AUA), today announced the release of Market Movement Strategies (MMS), an investment management and reporting technology platform that offers prospective client risk analysis, private label proposal generation, risk-based portfolio construction, and ongoing private label reporting. The MMS platform release also includes the launch of two new strategists to the FTJ FundChoice Strategist Program, and , and the addition of diversifer portfolios and research through a new partnership with and an expanded model offering from CLS Investments and Meeder Investment Management.
Competition in the financial advisory industry has exploded in recent years and is not abating. In fact, a new A.T Kearney study found that assets under management by robo-advisors are estimated to increase to 68% annually to about $2.2 trillion in five years. FTJ FundChoice created the MMS platform to arm financial advisors with the tools they need to rise above their competition.
The FTJ FundChoice Market Movement Strategies platform diversifies portfolios using a Three Mandate Process. Unlike robo-advisor offerings that rest solely on beta portfolio construction tactics, MMS offers an evolved portfolio construction process where mandates for beta, tactical and diversifiers are blended and seek to insulate clients from the unpredictability of market cycles. FTJ FundChoice partnered with known advisor-technology leaders, AdvisoryWorld and Orion Advisor Services, to ensure that FTJ advisors and clients will receive best-in-class functionality, proposal generation, reporting, and processing.
"This is a new era for financial advisors and FTJ FundChoice," said Dean Cook, President of FTJ FundChoice. "We look forward to expanding on our proposition and evolving our service-based ethos of being good stewards for the thousands of advisors who rely on us each day. With MMS, we are not only enhancing an advisor's investment offering, we are also helping them to perfect their client interactions. We know that a personal touch is something that a robo cannot compete with."
FTJ FundChoice has grown considerably within the past five years in AUA and investment advisor clientele. This MMS launch marks a new era at FTJ FundChoice. The Company has harnessed a new brand and perspective, 'Your Business, Simplified.' It is a driving force in their business marketing, operations, and service offerings. FTJ FundChoice believes that evolution is a critical ingredient in improving the service to their clients in the best possible way.
Founded in 2001, FTJ FundChoice, LLC, an SEC Registered Investment Advisor, provides advisors access to independent asset allocation strategies and model trading functionality. FTJ FundChoice assists advisors in simplifying their business by absorbing back office tasks, such as trade reconciliation, account administration, fee billing and performance reporting, allowing the advisor to spend more time on revenue-generating activities. For additional information, visit .
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Datum: 01.07.2015 - 13:00 Uhr
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