RIA Aggregators: When Leasing Tech Beats Buying Tech
Whether they own RIA businesses outright or have varying ownership stakes in or relationships with RIA firms, RIA aggregators find themselves in the role of tech provider. As such, they face a challenge. Should aggregators invest increasingly expensive capital to build the more sophisticated technology infrastructure that advisors and their clients are now demanding? Or, […]
Complete Guide to RIA Portfolio Rebalancing Software
THE Complete Guide to RIA Portfolio Rebalancing Software Advanced portfolio rebalancing software not only amplifies operational efficiency but also ensures adherence to regulatory standards, workflow optimization, and the delivery of sophisticated trading functionality — all while maintaining cost competitiveness in a world where every firm’s technology’s expense line is ever-growing. And as the WealthTech environment […]
3 Problems Facing Boutique Asset Management Firms & How to Solve for Them
Regardless of asset class, sector or investment style, most boutique asset managers I meet with are grappling with three key problems that—for want of a more technical description—are keeping them awake at night. The issues don’t immediately threaten the viability of the business, but they do cast a deep shadow on profitability, growth prospects and […]
Complete Guide to the RIA Software Landscape in 2024
The technology and software ecosystem for RIA firms has seen an explosion of choice over the last decade. As if the average advisor-owner doesn’t have enough to deal with from a purely business management perspective, they now must select from a vast landscape of tools that are often difficult to tell apart. Just look at […]
The Complete Guide To Portfolio Management Software For Financial Advisors
4 Things to Know About Portfolio Management Software When planning the technology stack for your financial advisory firm, where do you begin? A broker-dealer may choose to prioritize the CRM experience as a way to keep their thousands of advisors in sync with internal processes, while an RIA who is committed to offering custom investment […]
Building the Future of Wealth Management: A Look at Flyer’s India Office
Here at Flyer, we’re dedicated to powering the modern investment manager. Our team of software engineers is focused on building the tools to do just that. Along that journey, we leverage not just cutting-edge advancements, but also the brilliance of diverse teams across the globe. Besides our U.S. headquarters in New York, did you know […]
Invent Launches the First Annual “Invent Village” at the Upcoming Wealth Management EDGE 2024 Conference
Award-winning, cloud-native technology platform to host an interactive experience with demo stations showcasing powerful workflow integrations from leading wealthtech providers building on the Invent platform SEATTLE, May 2, 2024 /PRNewswire-PRWeb/ — Invent®, the leading platform solving for the integration and data management challenges in wealth management, announced today that the firm will be introducing the “Invent Village” […]
5 Steps to a Smoother Trading Software Implementation
Minimize risks, maximize returns. Rinse, repeat. When the work you do involves the same processes each day, small hiccups in your systems can easily add up – turning what was once considered a small annoyance into a time-intensive (and even costly) problem. And in the time-sensitive and competitive processes that guide a firm’s trading desk, […]
New Flyer Product Updates
rom expansion of the Flyer Trading Network into Canada to multi-leg options, fractional-share trading and household-level compliance and tax management in Co-Pilot, FlyerFT is working tirelessly to elevate your investment strategy. Flyer Trading Network Added 2 tier-1 banks Expanded Canadian Market with top 4 brokers Introduced Manager Hub for money managers, custodians and sponsor platforms […]
Cybersecurity to Client Retention
Chief Technology Officers (CTOs) of wealth management firms have a lot of responsibility: choosing technology vendors, training staff, evaluating processes, coordinating integrations – the list goes on. That’s why we’re proud to sponsor a recent Think Tank event, which brings together CTOs and technology experts from top wealth management firms to explore their insights, challenges, and […]
