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 […]
Maximizing Portfolio Performance: Automating Cash Sweeps in Today’s Market
In today’s financial landscape of high interest rates, market instability, and regulatory shifts like T+1 settlement, wealth management advisors are looking for better ways to manage client cash. A key strategy is using sweep vehicles, such as money market funds and treasury securities, to park cash in custodial accounts. These provide higher returns than idle […]
5 Benefits of Cloud-Based Order Management for Asset Managers
The secret of change is to focus all of your energy not on fighting the old, but on building the new.” That’s a quote from Socrates – one of those thought leaders who we’re pretty sure knew what he was talking about. And he has a point here – sometimes success isn’t about taking old systems and […]
Why OMS as a Service Beats Hiring a TAMP (or Building an OMS)
So much of your firm’s success is built on the foundation of tools and resources you provide to your advisors. The more efficiently and effectively your advisors can complete daily tasks like trading execution, the more time they have to focus on building a better client experience. One critical (and often overlooked) part of completing […]
3 Secrets to a Better Advisor Trading Experience
This post was updated on June 2, 2023. It was originally published on 02.03.2020. We have seen an explosion of articles about how firms need to improve their client experience (C/X) – why it’s so important and how companies can’t survive without it and why we need to be more like Amazon or Apple in […]
RIA Tech Stack Essentials
Advisory firm tech stacks have come a long way in a short span of time. As recently as ten years ago, many RIA firms (and even some larger firms) could get away with a tech stack consisting of simply a portfolio reporting solution, financial planning tool, and a CRM. Combined with additional capabilities from their […]
4 Ways to Make Trade Creation More Efficient
In this era of robo advisors and everyday investors using Reddit forums and Robinhood to make GameStop a stock market Cinderella story or a date with her Wicked Stepmother, financial advisors and wealth management firms can stand out by offering tailored, customized portfolios to their clients that can stand the test of market volatility and deliver the […]
4 Ways Asset Management Technology Can Boost Your Firm’s Growth in 2023
What do asset managers need from their tech today to succeed? You might hope for AI-enabled tech that does all of your trading and portfolio optimization at the click of a button, but the truth is that what asset managers really need is a customizable solution that allows them to scale their knowledge and enhance […]
Maximize Your Firm’s Growth in 2023 with Investment Portfolio Management Software
Many wealth management firms are feeling double the pressure this year with a cloud of recession looming: They need to prioritize growth while also delivering an unrivaled digital experience to their clients. One way to keep growth front and center and deliver on the promise of a great customer experience (CX) is to focus on your […]
How Portfolio Rebalancer Tools Can Help Your Firm Grow
If you paid any attention to news headlines, you know that there were some pretty substantial and disruptive events over the last year: Britain losing its longest-reigning monarch ever The invasion of Ukraine by Russia The largest Powerball win in history There’s a lot more, and that list doesn’t even get us into soaring inflation […]
