be_ixf;ym_201911 d_21; ct_50

TAMP Talks 2019: Discover What A TAMP Should Be!

Our TAMP Talks 2019 event series is underway, and we’re proud to be unveiling new advisor tech solutions, an expanded selection of strategists, and more custodial partners. Now, we want to give you an opportunity to be among the first to get a glimpse at our latest improvements and discover all the ways we can help you grow your business.

WHAT’S NEW

If you’ve ever attended an FTJ University event, you know to expect insights that help you overcome the daily challenges of running your business. With our recent rebranding to Orion Portfolio Solutions, we decided our enhanced identity demanded an enhanced event series. That’s where the idea for TAMP Talks began.

When you attend one of our upcoming TAMP Talks, you will experience everything you’ve come to expect from one of our events, including market updates, industry insights, and a chance to connect with leading investment strategists. But, at its core, this is an opportunity for you to discover how to grow your firm with our new tech tools, explore our roadmap for continued innovation, and a whole lot more. Oh, and did we mention there’s no cost to attend?

With so much in store, you simply won’t want to miss out. Check out our TAMP Talks website for a complete list of our 30+ events and register for the TAMP Talk coming to your area. Read on for more highlights to expect.

TECH ENHANCEMENTS

We’re sure you will enjoy being among the first to see how we’re combining new, innovative tools with the services you’ve come to expect – creating a comprehensive experience for you and your clients. Some of the advisor technology we’ll be previewing at our TAMP Talks includes:

  • A financial planning platform
  • An enhanced proposal system
  • Fully integrated compliance tools
  • Increased billing transparency
  • Tax-loss harvesting capabilities

ON THE ROAD

We don’t want anyone to miss out on the amazing highlights of our TAMP Talks series – and we also don’t want you to have to travel far to meet us. That’s why we’re coming to 30+ cities across the U.S., ensuring a TAMP Talk near you. By holding these localized events, we’re delivering new tech insights and portfolio management techniques right to advisors’ hometowns. Check out our upcoming locations to see when we’ll be in your area.

Ready to sign up? Click the registration button below and claim your spot at an upcoming TAMP Talk.

REGISTER

If you have any additional questions, feel free to reach out to the Orion Portfolio Solutions Regional Sales Team at 800.379.2513, option 5. You can also email them directly.

0136-OPS-10/2/2019