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trades at speed, all while maintaining compliance and operational control, can be challenging with fragmented, outdated technology.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 solution built to integrate with your existing tech stack. Whether your firm is expanding advisory services, enhancing multi-custodial trading capabilities, or acquiring new firms, Flyer provides the efficiency, flexibility, and real-time execution that modern IBDs need to scale successfully.

 

Simplifying Multi-Custodial Portfolio Management for IBDs

Managing assets across multiple custodians shouldn’t come at the cost of efficiency, but many firms find themselves juggling disparate systems, manual trade reconciliations, and complex operational workflows.

Flyer eliminates these inefficiencies by providing a centralized, cloud-based trading solution that seamlessly connects with major custodians and brokerage platforms. This ensures that home office investment teams, Rep-as-PMs, and trading desks can:

  • Consolidate oversight across multiple custodians to drive AUM growth and wallet share expansion.
  • Automate trade execution and reconciliation to reduce operational risk and human error.
  • Scale efficiently as firms onboard new advisors, strategies, and asset classes.

For M&A-focused IBDs, this means frictionless onboarding of new teams and accounts, without the disruptive downtime that often accompanies system migrations.

 

Designed for Practical Advisor Adoption

Technology adoption often stalls when platforms are overly complex or require a full-stack replacement. Flyer takes a different approach, delivering intuitive, practical solutions that enhance, rather than disrupt, existing workflows.

Unlike rigid, all-or-nothing platforms, Flyer’s API-first infrastructure integrates seamlessly with the tools that advisors already use. This means:

  • Rep-as-PMs can execute trades with speed and precision without navigating cumbersome, multi-step processes.
  • Trading & Ops Teams gain access to multi-custodial, multi-asset order execution, removing bottlenecks and increasing efficiency.
  • Home office investment teams benefit from scalable portfolio management capabilities that align with firm-wide investment strategies.

This advisor-friendly approach ensures that firms can scale and modernize without forcing disruptive change on their teams.

 

Seamless Integration Without the Complexity

Unlike platforms that require firms to fully replace their tech stack, Flyer’s open-architecture API allows for fast, frictionless integration with existing portfolio management systems, custodians, and third-party tools.

This means firms can:

  • Enhance existing capabilities without a full system overhaul.
  • Accelerate advisor adoption with intuitive workflows that minimize training time.
  • Future-proof their operations with a scalable infrastructure that adapts to evolving enterprise needs.

For home office teams managing thousands of advisors, Flyer provides an efficient way to optimize trade execution, streamline rebalancing, and maintain compliance oversight at scale.

 

Why Agility & Independence Matter

For firms with rapid expansion goals, Flyer offers a competitive and interoperable platform that translates to faster innovation, greater flexibility, and tailored solutions for each firm’s unique needs.

Rather than forcing firms into rigid, monolithic systems, Flyer empowers IBDs to:

  • Maintain full control over trading operations without restrictive vendor lock-in.
  • Deploy enhancements quickly without waiting on corporate bureaucracy.
  • Access hands-on support from a team that understands multi-custodial trading at scale.

Firms prioritizing growth require operational efficiency appreciate Flyer’s future-ready, open API solution packed with customizable options, not limitations.

 

Optimizing Investment Decisions with Centralized Overlay Management

For IBDs managing multiple asset classes, strategies, and investment teams, maintaining consistent, tax-efficient portfolio implementation is a growing challenge. Flyer’s centralized overlay management capabilities ensure:

  • Seamless coordination across multiple asset managers, strategies, and custodians.
  • Optimized risk management and tax efficiency across client accounts.
  • Real-time rebalancing workflows to maintain investment alignment.

 

This means that trading teams no longer struggle with operational bottlenecks on peak trading days—Flyer’s scalable infrastructure handles complex trading flows without delay.

 

The Right Technology for Growth-Oriented Firms

For IBDs looking to scale efficiently, modernize trading operations, and seamlessly integrate with existing technology, Flyer provides the ultimate solution. Our cloud-native, API-driven platform creates a ripe environment for firms to:

  • Capture more client assets across multiple custodians.
  • Onboard new advisor teams with practical, easy-to-use tools.
  • Reduce operational friction like manual reconciliation between systems.
  • Ensure asset retention with real-time control and automated cash-sweeps.

If your firm is ready to transition away from outdated systems, optimize portfolio management, and scale with confidence, Flyer is the proven partner you need.

Ready to see how Flyer can help your firm grow?

Schedule a Demo Today.

 

Related: See How Portfolio Management and Trading APIs Can Future-Proof Your Firm.