Broker dealers are facing the perfect storm. 

Recent industry consolidation is provoking intense competition for top talent. As executives map out their recruitment and retention strategies, they’re confronting new questions about how to utilize powerful emerging technology—software that’s rewriting the very rules of investment management, financial planning, and client services. Add in new service models, fee structures, and the realities of managing money across multiple custodians and asset classes, and it’s easy to see that the course charted by today’s executives will have major implications down the road. 

For their part, reps have done their best to stay on top of emerging trends. But they need help. Too often reps get buried under overly complex tools, with too many bells and whistles, when what they really need is something that gets the job done.

That’s why having the right platform for managing clients’ assets and trading is so important. 

 

The Future of Trading

Are you meeting your reps where they are? If your trading platform is anything other than a competitive advantage, you aren’t ready for tomorrow. 

Trading in the future is expected to be bigger, faster, and more personalized to meet clients’ needs than what’s out there today. But reps’ technology should be doing the heavy lifting—and getting the job done without undue complexity. 

It’s crucial that the trading platform you choose can handle the liquidity, volume, and strategies that come with today’s investment management. It needs to be equipped for rebalancing and trading across multiple custodians, able to handle the variety of strategic and tactical models your reps are running, while managing different types of accounts in various programs and do so on demand.

If your trading platform was built for the bygone era of single-custodian clients managing and trading a handful of mutual funds, it’s time for an update.

 

The One-Two Trading Combo

Success in advisory programs depends on two interconnected strengths: agility to adapt, and automation to scale. Agility ensures reps, advisors, and platforms can quickly adjust to evolving strategies, client needs, or regulatory shifts. Automation reinforces that agility – embedding best practices like model drift alerts, tax-aware rebalancing, and multi-custodian execution into workflows across different advisory programs.

When we set out to build Co-Pilot, we spun agility and automation into the very fabric of our platform. But our real advantage lies in just how simple we’ve made our solutions. 

We envisioned the many demands trading desks are making of their platforms and considered the multi-asset strategies and multi-custodial realities that are prevalent today. We anticipated the advantages that open API-based infrastructure would provide for reps and laid the groundwork for the AI-driven analytics powering today’s top performers. 

Key capabilities include:

  • Multi-Asset Ready: Options, ETFs, MFs, fixed income, and more.
  • Program-Aware IBOR: SMA, UMA, RPM, and model sleeve workflows. 
  • FIX-Connected: Execution routing across a large networked trading ecosystem
  • Headless Integration: Fully embeddable into advisor desktops and portals.

It’s why our solutions continue to set the standard for ease-of-use, excellence, and innovation. 

 

Modernization: An ROI That Makes Its Own Case

Financial professionals who identify their technology as “modern” are 50% more likely to report an expansion in new client assets and 33% more likely to get client referrals, both indicators of growth, compared to those who said they needed updated tech. Metrics like that add up to materially better bottom lines. 

Furthermore, clinging to outdated platforms and applications that can barely integrate across a firm, let alone handle tasks involving multiple custodians, ends up costing companies. 

For 79% of financial professionals, technology was a “key factor” when considering whether to switch firms. With top talent commanding a premium, firms that choose not to update their trading platforms run the risk of alienating their biggest producers. 

In today’s hiring environment, talent that’s retained and maintained keeps a firm’s profitability from being drained.

 

Empowered Advice and a Connected Ecosystem

Agile Organizations empower their advisors and asset managers to collaborate seamlessly. Whether managing portfolio sleeves or executing trades, Co-Pilot brings reps, the home-office, and third-party managers together. 

Asset Managers can push updates into UMA and SMA sleeves. Advisors execute quickly for their RPM accounts with minimal friction. The home-office gains oversight without creating operational drag. 

At Flyer, we provide broker-dealers with the tools they need for success. 

We process multi-custodial workflows without adding complexity. Our top-tier automation is powerful and effective, without being overly complicated. It’s reliable. The benefits unlocked by agility are compounded with automation—drastically improving scale, profitability, and fueling higher growth rates. 

As part of a best-in-class trading platform, Flyer’s automation keeps processes aligned, is centered around ease-of-use, and provides the necessary guardrails for prudent investment management without being overly prescriptive. 

You deserve a platform that unlocks the talent you’ve hired, supports the decisions that need to be made, and positions your firm to outcompete, whether you’re facing challenging market conditions or managing multiple custodians.

With our future-oriented trading systems and portfolio construction technology, Flyer is ready to bring tomorrow’s trading to you. 

 

To learn more, contact us today.