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 and transparency clients demand.

In a recent Flyer Financial Technologies webinar for independent broker-dealers and enterprise RIAs, one theme stood out: risk management is the glue between strategy and execution. Whether you’re navigating volatility, balancing liquidity, or executing complex hedging strategies, your tech stack should not only support those efforts—it should lead them.

The Modern Risk Landscape

Investment managers today face a new triad of pressure: regulatory scrutiny, increasingly sophisticated clients, and constant market uncertainty. Risk is no longer siloed in the back office—it’s a front-office, real-time concern.

FlyerFT’s portfolio and order management software was purpose-built with these realities in mind. Our cloud-native solutions empower managers to act swiftly and intelligently to protect downside, manage liquidity, and implement hedging strategies at scale.

Let’s break down the critical components of a risk-ready platform:

1. Effective Hedging Strategies: Complex in Theory, Seamless in Practice

Every investment firm wants to limit downside, but implementing options, futures, or other hedging strategies across dozens—or hundreds—of portfolios can be a logistical nightmare. Flyer’s OMS simplifies that complexity.

With centralized trading, pre-trade risk checks, and support for multi-asset class strategies, Flyer enables managers to deploy firmwide hedges or portfolio-specific overlays without adding operational drag. You get real-time insight into position exposures and can act across platforms instantly—critical during periods of market stress.

Example: An RIA using Flyer’s OMS during the 2022 inflation shock was able to execute firmwide duration hedges across fixed income portfolios within minutes—avoiding a material drawdown and preserving client confidence.

2. Downside Protection: Capital Preservation Without Sacrificing Returns

Flyer’s PMS platform gives advisors and portfolio teams visibility into both systemic and idiosyncratic risk across households, accounts, and asset classes. With customizable alerting and portfolio drift detection, Flyer helps firms monitor where strategies are deviating from objectives—and take proactive action.

Balancing preservation with growth often means identifying and correcting risk before it becomes a loss. With Flyer, advisors can surface client-level insights on concentration, volatility, and risk-adjusted returns—all from a single interface.

Key Insight: Protecting the downside doesn’t mean pulling back—it means positioning smartly. Flyer’s PMS helps advisors have more strategic conversations with clients about why adjustments are being made, not just what is changing.

3. Liquidity Management: Be Ready to Redeem, Rebalance, or Reinvest

Whether you’re responding to client redemptions or deploying capital into a fast-moving opportunity, liquidity matters. Flyer’s OMS provides real-time visibility into trade settlement timelines, cash projections, and position liquidity across accounts.

This allows investment teams to make informed decisions about what to sell, when, and how—without compromising the integrity of the portfolio. Combined with Flyer’s block trading and allocation tools, managers can act quickly and evenly across client books.

Pro Tip: Flyer’s OMS integrates with custodians and execution platforms, so you don’t just know your liquidity—you can act on it without delay.

Conclusion: Risk Management Is a Platform Decision

The difference between a good investment manager and a great one often comes down to how effectively risk is managed—especially in volatile or uncertain markets. For firms looking to scale with confidence and serve clients at the highest level, having best-in-class risk tools embedded in their PMS and OMS is non-negotiable.

Flyer Financial Technologies is proud to help the modern investment firm navigate risk with clarity, confidence, and speed. If your current systems can’t tell you where your exposures are, how your hedges are performing, or how quickly you can raise liquidity—you’re not just behind the curve. You’re exposed.

Let FlyerFT be your partner in building a platform that’s as resilient as your strategy.
 Learn more at www.flyerft.com.