Turnkey asset management program

Axxcess Platform announces the rollout of a platform allocation tool

Retrieved on: 
Friday, August 30, 2019
Economy, Investment management, Finance, Money, Asset management, Turnkey asset management program, HiddenLevers, Wealth management

CARLSBAD, Calif., Aug. 30, 2019 /PRNewswire/ --The Axxcess Platform ("Platform"), an enterprise turnkey asset management platform (TAMP), run by Axxcess Wealth Management, LLC ("Axxcess") announced today the completion of a co-development project with HiddenLevers, a premiere risk tech provider serving the wealth management space, to launch an end-to-end portfolio management solution for the Platform.

Key Points: 
  • CARLSBAD, Calif., Aug. 30, 2019 /PRNewswire/ --The Axxcess Platform ("Platform"), an enterprise turnkey asset management platform (TAMP), run by Axxcess Wealth Management, LLC ("Axxcess") announced today the completion of a co-development project with HiddenLevers, a premiere risk tech provider serving the wealth management space, to launch an end-to-end portfolio management solution for the Platform.
  • "HiddenLevers was the missing piece we needed to complete the Axxcess Platform," said Cory Persson, CFA CFS Director of Investments for Axxcess.
  • Advisors with 10m or more of AUM using the Platform are provided this new tool at no cost when they onboard.
  • HiddenLevers is a technology platform, providing next-level applications, business intelligence, risk analytics and economic research for the wealth management space.

FTJ FundChoice Showcases Modernized TAMP Experience during 34-Stop U.S. Event Tour

Retrieved on: 
Thursday, August 22, 2019
Technology, Finance, Consulting, Professional services, Software, Other Education, Education, Asset management, Investment management, Turnkey asset management program, Adviser, Orion

FTJ FundChoice , a leading open architecture Turnkey Asset Management Program (TAMP) with over $15B in assets under administration, soon to be Orion Portfolio Solutions , today announces the 2019 schedule for its complementary advisor education and networking series: TAMP Talks.

Key Points: 
  • FTJ FundChoice , a leading open architecture Turnkey Asset Management Program (TAMP) with over $15B in assets under administration, soon to be Orion Portfolio Solutions , today announces the 2019 schedule for its complementary advisor education and networking series: TAMP Talks.
  • With stops in 34 U.S. cities from October 15 to November 20, 2019, these events will educate advisors on the platforms latest technology, investment, and service enhancements.
  • Orion Portfolio Solutions has recently placed a significant emphasis on redefining the standard for advisor technology in the TAMP space, following NorthStar Financial Services Group, LLC , the parent brand to Orion Advisor Tech , acquiring FTJ FundChoice in April of 2019 .
  • This upcoming event series provides an opportunity for attendees to see first-hand how these new and improved tech capabilities can enable advisors to confidently manage their investments, clients and business.

 Dynasty Financial Partners Adds Ethic’s ESG Offering to Its Turnkey Asset Management Platform

Retrieved on: 
Wednesday, July 10, 2019
Professional services, Data management, Technology, Finance, Banking, Investment management, Economy, Finance, Money, Turnkey asset management program, Wealth management, Asset management, Dynasty Financial Partners, Ethic

Dynasty Financial Partners (Dynasty) today announced that it has partnered with technology-powered asset manager Ethic to expand environmental, social and governance (ESG) investing capabilities for its network of almost 50 independent advisory firms.

Key Points: 
  • Dynasty Financial Partners (Dynasty) today announced that it has partnered with technology-powered asset manager Ethic to expand environmental, social and governance (ESG) investing capabilities for its network of almost 50 independent advisory firms.
  • The addition of Ethic will empower financial advisors within the Dynasty network to create custom, tax-efficient passive equity portfolios that align clients personal values and financial goals.
  • This latest announcement from Dynasty comes on the heels of an impressive growth year that saw the firm surpass $16 billion in assets on its turnkey asset management platform (TAMP).
  • Dynasty does this by providing wealth management and technology platforms for select independent financial advisory firms.

InvestmentPod Named a Finalist in the 2019 wealthmanagement.com Industry Awards Program for Technology Thought Leadership

Retrieved on: 
Monday, June 24, 2019
Asset management, Investment management, Turnkey asset management program

WASHINGTON, June 24, 2019 /PRNewswire-PRWeb/ -- InvestmentPOD for Advisors, the industry's first digital advice platform to offer multi-strategies, announced today that its new industry research white paper, "The Path to ROI Unbundling Expensive TAMP Options Through Technology" has been selected as a Finalist Initiative in the prestigious wealthmanagement.com Industry Awards Program in the category of Technology Thought Leadership.

Key Points: 
  • WASHINGTON, June 24, 2019 /PRNewswire-PRWeb/ -- InvestmentPOD for Advisors, the industry's first digital advice platform to offer multi-strategies, announced today that its new industry research white paper, "The Path to ROI Unbundling Expensive TAMP Options Through Technology" has been selected as a Finalist Initiative in the prestigious wealthmanagement.com Industry Awards Program in the category of Technology Thought Leadership.
  • InvesmentPOD's research was short-listed for the category of Technology Thought Leadership by a judging panel of luminaries from across the wealth management industry for, "A new initiative, program, platform or industry content that will move the industry forward."
  • Over 650 nominations were received, showcasing how competitive and comprehensive the wealthmanagement.com recognition program has become in the wealth management space.
  • "We've had a very strong reception for InvestmentPOD across the industry and we are extremely honored and inspired to be named a finalist this year," said Matthews.

FTJ FundChoice Now Offers the Full Suite of American Funds Model Portfolios

Retrieved on: 
Thursday, May 9, 2019
Professional services, Accounting, Banking, Consulting, Finance, Other Professional Services, Economy, Finance, Money, Investment, Financial markets, Asset management, Turnkey asset management program, Portfolio

FTJ FundChoice , announced today that an additional seven American Funds model portfolios are now available on the FTJ FundChoice open architecture Turnkey Asset Management Program (TAMP).

Key Points: 
  • FTJ FundChoice , announced today that an additional seven American Funds model portfolios are now available on the FTJ FundChoice open architecture Turnkey Asset Management Program (TAMP).
  • With the addition of these seven models, advisors can now access the entire suite of American Funds models via FTJ FundChoice.
  • The additional models now available in the Market Movement Strategies (MMS) strategic sleeve on FTJ FundChoice are:
    FTJ FundChoice is excited to now have the full suite of American Funds models available on our platform.
  • We have thoughtfully built a suite of objective-based model portfolios for advisors to select from when working with their clients, says Kris Spazafumo, vice president, model portfolio business development at Capital Group, home of American Funds.

New Survey Finds Majority of Advisors Unhappy with Their Firm’s Front and Back Office

Retrieved on: 
Tuesday, March 12, 2019
Technology, Software, Professional services, Accounting, Consulting, Finance, Communications, Public relations, Investor relations, Investment management, Asset management, Turnkey asset management program

In fact, 91 percent of advisors agree that back office operations are important or very important to their firms success, according to the new survey by leading open-architecture TAMP provider FTJ FundChoice and WealthManagement.com .

Key Points: 
  • In fact, 91 percent of advisors agree that back office operations are important or very important to their firms success, according to the new survey by leading open-architecture TAMP provider FTJ FundChoice and WealthManagement.com .
  • While advisors widely recognize the importance of operations, nearly 40 percent report having no involvement in their firms front and back office decisions.
  • Furthermore, only 24 percent of advisors report being very satisfied with their firms front or back office operations.
  • For example, the survey finds that nearly 60 percent of advisors maintain their back office in-house.

Conte Wealth Advisors, LLC Opens Office in Tampa, Florida

Retrieved on: 
Thursday, March 14, 2019
Asset management, Investment management, Turnkey asset management program

TAMPA, Fla., March 14, 2019 /PRNewswire/ --Camp Hill, Pennsylvania based independent financial services firm, Conte Wealth Advisors, LLC (CWA), has welcomed its first Tampa, Florida advisor, Robert Seaman, to its advisory team.

Key Points: 
  • TAMPA, Fla., March 14, 2019 /PRNewswire/ --Camp Hill, Pennsylvania based independent financial services firm, Conte Wealth Advisors, LLC (CWA), has welcomed its first Tampa, Florida advisor, Robert Seaman, to its advisory team.
  • Seaman is a perfect fit for the CWA team given his wealth of knowledge about higher education retirement plans and planning," says Anthony Conte, CWA's Managing Partner.
  • Conte Wealth Advisors is an affiliate of The Independent Grid, a Tampa based corporation that is in the top 6% of all producer groups at Cambridge Investment Research.
  • (*Note 1)
    For more information about Conte Wealth Advisors or The Independent Grid, contact Trent Gain at (888) 944-9725, or email [email protected] .

Dynasty Financial Partners Hits the Ground Running in Florida: Hires Angela Gingras as Director of Operations Located in New St. Petersburg Headquarters

Retrieved on: 
Thursday, February 28, 2019
Professional services, Banking, Finance, Asset management, Investment management, Turnkey asset management program, Gingras, St. Petersburg, Florida, Geography of Florida, Florida

Dynasty Financial Partners announced today that industry veteran Angela Gingras will join the firm as Director of Operations and will be based in the firms new headquarters in St. Petersburg, Florida.

Key Points: 
  • Dynasty Financial Partners announced today that industry veteran Angela Gingras will join the firm as Director of Operations and will be based in the firms new headquarters in St. Petersburg, Florida.
  • Ms. Gingras will be responsible for the operational oversight of the firms turnkey asset management platform (TAMP).
  • In 2018, Dynasty had an impressive growth year that saw the firm surpass $15 billion in assets on their TAMP.
  • Ms. Gingras will be located in the firms 200 Central Avenue building in downtown St. Petersburg.

EQIS to Offer Advisors LifeYield's Social Security Advantage Tool

Retrieved on: 
Monday, December 17, 2018
Investment management, Asset management, Turnkey asset management program, Social Security

Through this partnership, advisors who work with EQIS will gain access to Social Security Advantage, a leading Social Security optimizer in the industry with over 50,000 users.

Key Points: 
  • Through this partnership, advisors who work with EQIS will gain access to Social Security Advantage, a leading Social Security optimizer in the industry with over 50,000 users.
  • Based on the inputs provided, LifeYield Social Security Advantage calculates the optimal timing for clients to begin to take their Social Security benefits and how to file given different spousal scenarios.
  • "Now advisors working with EQIS can feel confident that they're offering their clients the optimal Social Security advice.
  • The EQIS TAMP provides advisors the ability to use its EAS-E model allocations or create their own custom portfolios from over 50 money managers and 200 investment strategies.

3D Asset Management Adds Lee Capital Management's Adaptive Strategies to Investment Lineup on TAMP Offering

Retrieved on: 
Tuesday, December 11, 2018
Investment management, Asset management, Economy, Turnkey asset management program

HARTFORD, Conn., Dec. 11, 2018 /PRNewswire/ --3D Asset Management ("3D") announces the addition of two of Lee Capital Management's ("LCM") Adaptive Strategies: Lee Adaptive Large Cap Sector (LALCS) and Lee Adaptive US Equity (LAUSE) to the lineup of investment products available to fee-based financial advisors on its turnkey asset management platform offering.

Key Points: 
  • HARTFORD, Conn., Dec. 11, 2018 /PRNewswire/ --3D Asset Management ("3D") announces the addition of two of Lee Capital Management's ("LCM") Adaptive Strategies: Lee Adaptive Large Cap Sector (LALCS) and Lee Adaptive US Equity (LAUSE) to the lineup of investment products available to fee-based financial advisors on its turnkey asset management platform offering.
  • "The addition of Lee Capital's Adaptive Sector strategies is part of our ongoing commitment to diversifying our lineup of investment products for advisors seeking high-quality boutique managers and white-glove service solutions," said John O'Connor, President of 3D Asset Management.
  • "Lee Capital's strategies are a useful complement to growing selection of investment strategies available for advisors to help their clients reach their financial goals.
  • 3D Asset Management is a Turnkey Asset Management Platform (TAMP) provider and investment manager who partners with fee-based financial advisors to deliver the benefits of efficiently structured investment strategies combined with high-touch, white-glove services.