Connected Trading

Are you an RIA who creates manual order files for client accounts?

Do you have to create separate order files for equities and mutual funds?

Do you spend time logging into your custodian’s system to upload files?

With the Connected Trading partnership, now you can optimize your advice with one-click trading

Connected Trading is provided by wealth management industry technology leaders Riskalyze and Flyer

Riskalyze is empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability

Flyer has developed a cutting-edge trading API and network for wealth managers to efficiently manage trades and allocations across asset classes.

Their combined best-of-breed technologies deliver a simple yet powerful trading solution designed to accelerate your business

Eliminate logging into separate screens

No more separate order files for equities and mutual funds

No more manually typing orders, confirming executions and verifying allocations

Turn 7 steps into one, and save 80% of the advisor time spent on manual trading

Automating block trading aggregates client orders by symbol, side and custodian

Trade the entire block and automatically allocate the shares to client accounts

Deliver the exact same price for each account

When advisors trade in real time, advisors stay in control of their plan

No more manual steps while the market is moving

No more waiting until tomorrow for results

Get real-time visibility into orders and executions across all accounts and custodians