How Asset Managers Can Streamline Post-Trade Processing with Co-Pilot OMS

Co Pilot OMS asset mgr

The post-trade process is like the fourth quarter of a big game – you may have the lead going in, but you have to do the work to finish things off to snag the win for your team. Unfortunately, the fourth quarter for post-trade processing can be arduous and time-consuming for your team at the […]

Flyer FT Selected for 2022 WealthTech100 List

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The new WealthTech100 list for 2022 is launched today by specialist research firm FinTech Global. The prestigious ranking recognizes the world’s most innovative technology solution providers that address the digital transformation challenges and opportunities faced by investment firms, private banks and financial advisors. The WealthTech sector has experienced rapid growth over the last two years […]

How Asset Managers Can Find Efficiency During Trade Allocation

efficiency during trade allocation

The best quarterbacks to ever play in the NFL (looking at you, Peyton Manning and Tom Brady) always knew to study defenses before the play even began. That way, they would know exactly where they wanted to throw the ball after the snap. As the quarterback of your asset management team, your responsibility is first […]

Clearwater Analytics Announces Partnership with Flyer Financial Technologies

Clearwater Analytics

BOISE, Idaho – March 22, 2022 – Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, announced a strategic partnership with Flyer Financial Technologies, a cloud-based portfolio management and order management system provider, to help Clearwater’s asset management clients and prospects build a comprehensive front-to-back office platform. This partnership will […]

How Asset Managers Can Find Efficiency During Trade Order Management

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If trade creation is the first half of an asset manager’s trade order management process, then order management is the all-important second half. That’s because even if you get that critical first step perfect, an error in the second half can impact the execution price and the initial performance of the investment in your client’s […]

Manage Portfolios at Scale with the Right Technology with Brian Bleasdell

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Brian Bleasdell is the Chief Product Officer at Flyer Financial Technologies. FlyerFT develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies. Doug Heikkinen and Brian sat down at the FSI OneVoice Summit and talked about what FlyerFT actually does that makes them unique in the industry. They […]

How Asset Managers Can Find Efficiency During Trade Creation

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Portfolio management and athletics have a lot in common; the first step is all-important. Take football, for instance, the first step off the line of scrimmage can be the difference between a wide receiver running past a defensive back and catching a game-winning touchdown, or being shut down and taken out of the play. For […]

Technology is the Ultimate Enabler

technology is ultimate

“Technology should enable you to do what you need to do and want to do, and really deliver investments to people at their level and at a point that makes sense. That’s where Flyer comes in, because we give people an opportunity to manage their portfolios at scale to really deliver on what they have […]

UX Wealth Partners: Integration with FlyerFT Delivers Critical Practice Management Efficiencies

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UX Wealth Partners (“UX Wealth”) today announced a custom integration with Flyer Financial Technologies’ (“FlyerFT”) Co-Pilot, enabling UX Wealth to execute investment strategies faster and with better price execution. Advisors using UX Wealth are now seamlessly utilizing FlyerFT’s Co-Pilot Investment Book of Record (IBOR) where positions are updated for every trade placed, providing real-time position […]

Enabling Advisor Scalability Through Technology with Rusty Sommer

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Rusty Sommer is the Managing Director of Strategic Relationships at Flyer Financial Technologies, which develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies. Doug Heikkinen, Editor and Creative Director at Advisorpedia, caught up with Rusty at the 2021 MarketCounsel Summit and talked about FlyerFT, and how they […]