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 […]
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” […]
A Preview of Orion Ascent 2024
Orion Ascent is just around the corner and as a key partner of Orion, our team is more than ready to take in the insights and innovations that this conference always delivers. Set against the backdrop of San Diego this March, Ascent offers financial expertise, in-depth software learning opportunities, and networking that few other events […]
How Flyer’s APIs Enhance FIX Enterprise Trading Software
As an enterprise firm, off-the-shelf wealthtech solutions just don’t seem to cut it. You have unique needs that can’t be met by most turnkey offerings. Building your own custom application is often the only way you can get everything you need in a software, especially for trading. When it comes to your tech stack, you […]
Verify and Optimize Your Trading Workflows with CertiFlyer
In the 1980s, one of President Ronald Reagan’s favorite phrases was “Trust, but verify.” He used it when talking about U.S. relations with the then-Soviet Union. And while the phrase itself may be as out of fashion as a cassette tape deck, the idea behind it is still something financial advisors and their compliance teams […]
Why the Right Trading Network Makes Order Management Work at Optimal Speed
Picture your favorite coach. All of the different personalities of each player, the different talents of each player, and even the different ways to connect to each player — they have to deal with it all. The role of a coach is to bring everyone together who might otherwise be separate or not even talk […]
Co-Pilot: The Future of Order and Portfolio Management
t’s 2023. A toddler can accidentally order a year’s worth of coffee from Amazon via smart speaker in the time it takes a parent to grab a plate from the dishwasher, but trading, unfortunately, is still a very complex and manual process for most investment firms. Some have a dedicated trading desk, but assessing portfolio […]
OMS vs. EMS vs. PMS: Selecting the Best System for Your Firm’s Needs
Order management software is a fintech category with many nuances. Sometimes an investment manager only needs a system to rebalance quarterly against a strategy. More often, the manager needs a system to regularly send orders to brokers and custodians, but their requirements aren’t much more sophisticated than that. But if you’re an advanced trader or manager, there’s an additional component […]
SMArtX Advisory Solutions Announces Partnership with Flyer Financial Technologies
MArtX Leverages Flyer Financial Technologies to Upgrade Managed Accounts Solutions SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), announced a partnership with Flyer Financial Technologies (‘Flyer FT’) and its Co-Pilot OEMS, a cloud-based order and execution management platform. The integration of Flyer […]
