New Fixed Income Survey Reveals Competitive Opportunities for Advisors
Wealth and asset managers are being forced to rethink their business, technology, and client engagement strategies due to rapid advances in technology and ever greater and faster industry movement towards digitalization. Indeed, over a decade past the global financial crisis and well into the global COVID-19 crisis, access to data and connectivity are increasingly moving […]
Flyer Featured in Wealth Management Mid-Year Report
The Best Offense is a Good Defense Introduction No matter your market views right now, everyone would agree that we are in a period of intense uncertainty that has shocked the economy and the markets. There are many divergent views on how recovery will play out, not just in the coming months, but in the […]
Kitces Nerd’s Eye View: The Latest In Financial #AdvisorTech
Flyer’s recent fixed income integration with Tamarac was highlighted in Michael’s Kitces’ August 2020 issue of the Latest News in Financial #AdvisorTech – where he looks at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors. This month’s edition welcomes new co-author (and AdvisorTech guru) […]
Envestnet Deepens Flyer Integration To Offer Centralized Automated Fixed Income Trades
Financial Advisor Magazine highlights Flyer and Tamarac’s partnership allowing advisors to streamline pre- and post-trade processing for fixed-income securities alongside their equity and mutual fund orders, all within the Tamarac system. Click here to for article.
Flyer Widens Pact With Envestnet | Tamarac
Flyer and Tamarac’s fixed income integration that optimizes fixed-income middle- and back-office workflows is covered in Jeff Berman’s Tech Round Up. Click here to read article.
Flyer Launches New Co-Pilot OMS Fixed-Income Trade Processing Enhancements as Part of Expanded Integration with Envestnet | Tamarac
NEW YORK, NY—JUNE 30, 2020—Flyer and Envestnet, Inc. (NYSE: ENV) announced today that advisors relying on the Envestnet | Tamarac (Tamarac) platform now can automate their fixed-income trade processing in Flyer’s Co-Pilot order management system (OMS). The Co-Pilot integration with Tamarac, providing a more comprehensive, seamless, and advanced advisor trading experience, was originally announced in April 2019. By adding efficient […]
Flyer Integrates with TradePMR’s Top-Ranked Custodial Platform to Automate Trading
We are proud to announce another Flyer partnership that will materially enhance the advisor trading experience in the wealth management industry. Our integration into TradePMR’s top-ranked custodial platform, Fusion, will automate advisor trading using Flyer Trading Network (FTN). Click here for press release.
WealthTech Cooperation is King!
Wealthtech is continuing to gain momentum within the industry, but as start-ups are maturing into growth companies and established institutions are adopting technology for fear of being left behind, the industry is at a critical inflection point. For startups and incumbents alike, collaboration means a two-way dialogue to create mutually beneficial partnerships because the incumbents […]
Riskalyze Unveils a Suite of New Product Features Live from the Fearless Investing Summit
Riskalyze revolutionizes how advisors will trade, expands the depth and breadth of security and portfolio analytics, and once again reinvents the risk tolerance assessment BOSTON, MASSACHUSETTS – October 3, 2019 – Riskalyzetoday announced a slew of major upgrades to its wealth management platform at the company’s third annual Fearless Investing Summit. The three-day event brings […]
Investment News | Riskalyze launches multi-custodial trading tool
Company said software will reduce time advisers spend trading by 80% By Ryan W. Neal | Investment News Riskalyze continued expanding beyond its roots as a digital risk assessment tool with the reveal of new automated trading technology on Thursday at the fintech firm’s annual Fearless Investing Summit in Boston. Built in partnership with Flyer, a trading […]
