The Future of Trading: Why Agility & Automation Are Key to Rep and IAR Success
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, […]
Protecting Portfolios in Real Time: Why Risk Management Tools in PMS & OMS Systems Are Mission-Critical
In today’s fast-moving markets, protecting portfolios is more than a fiduciary obligation—it’s a competitive advantage. For investment managers, having robust risk management baked into their portfolio management system (PMS) and order management system (OMS) is no longer a nice-to-have. It’s foundational. Done right, it protects the firm, empowers advisors, and delivers the kind of trust […]
Five Signs It’s Time to Upgrade Your Portfolio Management Solution
Are your advisors spending more time wrestling with technology than actually serving clients? As wealth management firms grow, clinging to a patchwork of cobbled-together systems might turn into your biggest operational liability. Most firms start with a handful of disconnected tools that seem “good enough” for the moment. But what begins as a minor inconvenience […]
Flyer’s API-Driven Platform: A Modern Solution for Today’s Growth-Oriented Firms
As independent broker-dealers (IBDs) navigate an evolving wealth management landscape, growth and efficiency remain top priorities. Scaling advisory services, managing multi-custodial portfolios, and executing trades at speed, all while maintaining compliance and operational control, can be challenging with fragmented, outdated technology. That’s why today’s most forward-thinking firms are adopting Flyer’s cloud-native, API-driven platform—a seamless, high-performance […]
Breaking Free from the Ecosystem Trap: Why True Independence Matters for Modern Firms
Top firms thrive when they achieve true independence. There’s no better time than now to break free from closed technology ecosystems and legacy workflows, especially when it comes to your portfolio management and trading systems. Getting caught up in restrictive platforms, or what’s sometimes referred to as closed or restricted architecture, can be a major […]
The Cost of Holding On: Why Legacy Trading Systems Could Be Undermining Your Firm’s Growth
Letting go. It’s one of the hardest things to do in business, but doing so at the right time can be key to entering a new chapter of growth and opportunity. Today’s generation of broker-dealers are great at holding on. They’ve held on through changing business models and new fee structures. They’ve held on as […]
FlyerFT’s Scott Scherr featured in 2024 TabbFORUM OMS/EMS Trends Report
The 2024 TabbFORUM OMS/EMS Trends Report is out! We’re Proud to see FlyerFT’s Scott Scherr featured, sharing insights on evolving investment management tech. (Excerpt from Scott’s Feature) Looking forward, the time requirement for tasks big and small will be an increasingly important factor in technology decision making. Across the board, people are being asked […]
5 Warning Signs That Your Portfolio Management & Trading Platforms are Holding You Back
Rapid growth shouldn’t leave you feeling overextended. Yet, it’s an unfortunate reality that some portfolio management and trading systems just can’t keep up with clients’ evolving needs. Changing investor preferences and exacting expectations for portfolio personalization are driving successful enterprise firms to reconsider the technology they are using. Asset net flows are increasingly landing in […]
Is Your Enterprise Ready to Fly? A Pre-Flight Checklist for Portfolio Management and Trading Operations
Building out integrated portfolio management and trading operations for an enterprise firm requires a different approach than what might work for a small- or medium-sized business. Workflows that are sufficient for managing investments and executing trades in a narrow ecosystem can quickly become unwieldy when amplified at an enterprise level. Whether your firm is seeing […]
CO-PILOT, FTN & Certiflyer Product Updates
CO-PILOT (May Release 7.6) Choose your own Market Data Provider Port Mgmt by Asset Class, SecType & Sector Order Management Bond Calc Household Compliance Asset allocation tactical trading to model CO-PILOT (July Release 7.7) Household Rebal & Trade Updates Wash Sale Guardrails T+1 Reporting Updates International Trading in OMS Add Notes & Instructions to Accounts […]
