Orion Portfolio Solutions
Business Services · Nebraska, United States · 51-200 Employees
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Overview
Headquarters
17605 Wright St, Omaha, Nebraska, 68130,...Phone Number
(800) 379-2513Revenue
$26.6 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Orion Portfolio Solutions
FTJ FundChoice (soon to be Orion Portfolio Solutions) is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, we seamlessly integrate technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform. We help advisors confidently manage their clients, investments, and business through a simple UMA process, dedicated high-net-worth program, robust trading and reporting platforms, integrated suite of compliance tools, and monthly billing cycle.Explore more
Orion Portfolio Solutions Org Chart
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Activity Insights
Orion Portfolio Solutions is experiencing very low activity levels compared to other companies in the Business Services sector.
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Orion Portfolio Solutions is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Orion Portfolio Solutions.
Orion Portfolio Solutions Tech Stack
Most Recent Scoops
Award
Open Position
Orion Portfolio Solutions is seeking a Full Stack Developer. (Hebron, KY)
Seeking Replacement, Personnel Moves
Open Position
Orion Portfolio Solutions is seeking a Full Stack Developer. (Hebron, KY)
Seeking Replacement, Personnel Moves
Project
Orion Portfolio Solutions has expressed interest in migrating of older applications to current Microsoft technologies.
Migration, Upgrade, Request for Proposal (RFP)
Partnership
Integration, Partnership, Asset Management, Financial Planning
Orion Portfolio Solutions News & Media
FTJ FundChoice Now Offers the Full Suite of American Funds Model Portfolios
HEBRON, Ky.--(BUSINESS WIRE)--FTJ FundChoice, announced today that the full suite of American Funds® model portfolios are now available on the FTJ FundChoice platform.FTJ FundChoice Welcomes Russell Investments’ Five Flagship Core Model Strategies to its Suite of Strategic Model Portfolio Options
HEBRON, Ky.--(BUSINESS WIRE)--FTJ FundChoice announces the addition of Russell Investments' five flagship Core Model Strategies to its strategic model portfolio optionsCLS Investments Debuts Five New Tax-Managed Portfolio Strategies
OMAHA, Neb.--(BUSINESS WIRE)--CLS Investments portfolios has announced the launch of five new direct indexed, tax-managed strategies.NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team
OMAHA, Neb.--(BUSINESS WIRE)--NorthStar Financial Services Group, LLC, the parent company of Orion Advisor Services, FTJ FundChoice, LLC, CLS Investments, LLC, and Constellation Trust Company, announced today that it will be renamed Orion Advisor Solutions and unify its subsidiaries under the Orion brand identity. The changes, which will take effect in September 2019, will enable NorthStar and its subsidiaries to better align their corporate strategies; bring clarity and cohesion to the product
Read more news
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Frequently Asked Questions Regarding Orion Portfolio Solutions
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FTJ FundChoice (soon to be Orion Portfolio Solutions) is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, we seamlessly integrate technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform.... Read More
