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 […]
How Asset Managers Can Streamline Post-Trade Processing with Co-Pilot OMS
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 […]
How Asset Managers Can Find 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 […]
How Asset Managers Can Find Efficiency During Trade Order Management
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 […]
How Asset Managers Can Find Efficiency During Trade Creation
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 […]
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 […]
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 […]
