Uber Ordered to Pay $8.5 Million in Bellwether Sexual Assault Lawsuit 
Amazon Stock Rebounds After Earnings as $200B Capex Plan Sparks AI Spending Debate 
Macquarie Group Shares Jump as Third-Quarter Trading Conditions Improve Across Key Units 
Washington Post Publisher Will Lewis Steps Down After Layoffs 
American Airlines CEO to Meet Pilots Union Amid Storm Response and Financial Concerns 
Indian Refiners Scale Back Russian Oil Imports as U.S.-India Trade Deal Advances 
Salesforce Workforce Reduction Affects Fewer Than 1,000 Roles Amid Ongoing Restructuring 
Standard Chartered Names Peter Burrill as Interim Group CFO Following Diego De Giorgi’s Exit 
Taiwan Says Moving 40% of Semiconductor Production to the U.S. Is Impossible 
Trump Administration Plans Chip Tariff Exemptions for Big Tech Amid AI Data Center Push 
SpaceX Prioritizes Moon Mission Before Mars as Starship Development Accelerates 
Treasury Wine Estates Shares Surge After U.S. Dispute Settlement and Earnings Upgrade 
American Airlines CEO to Meet Pilots Union Amid Storm Response and Financial Concerns 
Kroger Set to Name Former Walmart Executive Greg Foran as Next CEO 
Toyota’s Surprise CEO Change Signals Strategic Shift Amid Global Auto Turmoil 
FDA Targets Hims & Hers Over $49 Weight-Loss Pill, Raising Legal and Safety Concerns 
Weight-Loss Drug Ads Take Over the Super Bowl as Pharma Embraces Direct-to-Consumer Marketing 
HEBRON, Ky., Nov. 16, 2017 -- FTJ FundChoice, a national turnkey asset management firm with over $9.1B assets under administration, today released a new white paper detailing the conceptualization and development process of their new advisor-led digital advice tool, Portfolio Target.
“Portfolio Target: Built to Exceed Your Client’s Digital Demands” gives advisors a look under the hood of this latest technology in financial advising. From concept to build, readers are guided through the development process of Portfolio Target, comprising of FTJ FundChoice’s two years of collaboration with three leading technology and support companies – Orion Advisor Services, AdvisoryWorld, and Mineral Interactive.
The following areas are discussed in the whitepaper:
- Conceptualizing the Solution
- Assessing the Digital Landscape
- Creating the Project Team
- Making of Portfolio Target
- Portfolio Target Specs
“We have a long-standing focus on helping advisors find freedom and flexibility in their daily businesses,” said Dean Cook, President of FTJ FundChoice. “Portfolio Target was developed around that core concept, helping advisors compete against direct-to-consumer robo-advisor platforms with private-labeled, user-friendly technology. In this white paper, advisors and our colleagues will get to see how the FTJ FundChoice development team, Orion Advisor Services, AdvisoryWorld, and Mineral Interactive collectively addressed their digital needs with Portfolio Target.”
FTJ FundChoice is providing advisors with supplemental marketing and PR materials to promote Portfolio Target to their clients through a client-facing, online instructional video that will be in the advisor’s branding, as well as client-facing press release templates to help advisors easily announce this new technology to prospects and clients.
To view the whitepaper click here:
http://www.globenewswire.com/NewsRoom/AttachmentNg/ca26ee77-521e-4b7b-8830-dc89b8daf17c
About FTJ FundChoice
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 client relationship-building activities. For additional information, visit www.ftjfundchoice.com.
Contact:
Jacqueline Silva
[email protected]
