5 Warning Signs That Your Portfolio Management & Trading Platforms are Holding You Back
Rapid growth shouldn’t leave you feeling overextended. Yet, it’s an unfortunate reality that some portfolio management and trading systems just can’t keep up with clients’ evolving needs. Changing investor preferences and exacting expectations for portfolio personalization are driving successful enterprise firms to reconsider the technology they are using. Asset net flows are increasingly landing in […]
Is Your Enterprise Ready to Fly? A Pre-Flight Checklist for Portfolio Management and Trading Operations
Building out integrated portfolio management and trading operations for an enterprise firm requires a different approach than what might work for a small- or medium-sized business. Workflows that are sufficient for managing investments and executing trades in a narrow ecosystem can quickly become unwieldy when amplified at an enterprise level. Whether your firm is seeing […]
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 […]
The Ins and Outs of Portfolio Rebalancing Software
Want to streamline the investment strategies you can offer to clients and easily keep asset allocations optimized in portfolios? There’s only one solution an RIA needs to have in its stack to make this work easier: portfolio rebalancing software. While experienced traders and asset allocators may think they know all the rebalancing options available to […]
RIA Aggregators: When Leasing Tech Beats Buying Tech
Whether they own RIA businesses outright or have varying ownership stakes in or relationships with RIA firms, RIA aggregators find themselves in the role of tech provider. As such, they face a challenge. Should aggregators invest increasingly expensive capital to build the more sophisticated technology infrastructure that advisors and their clients are now demanding? Or, […]
3 Problems Facing Boutique Asset Management Firms & How to Solve for Them
Regardless of asset class, sector or investment style, most boutique asset managers I meet with are grappling with three key problems that—for want of a more technical description—are keeping them awake at night. The issues don’t immediately threaten the viability of the business, but they do cast a deep shadow on profitability, growth prospects and […]
Complete Guide to the RIA Software Landscape in 2024
The technology and software ecosystem for RIA firms has seen an explosion of choice over the last decade. As if the average advisor-owner doesn’t have enough to deal with from a purely business management perspective, they now must select from a vast landscape of tools that are often difficult to tell apart. Just look at […]
5 Steps to a Smoother Trading Software Implementation
Minimize risks, maximize returns. Rinse, repeat. When the work you do involves the same processes each day, small hiccups in your systems can easily add up – turning what was once considered a small annoyance into a time-intensive (and even costly) problem. And in the time-sensitive and competitive processes that guide a firm’s trading desk, […]
New Flyer Product Updates
rom expansion of the Flyer Trading Network into Canada to multi-leg options, fractional-share trading and household-level compliance and tax management in Co-Pilot, FlyerFT is working tirelessly to elevate your investment strategy. Flyer Trading Network Added 2 tier-1 banks Expanded Canadian Market with top 4 brokers Introduced Manager Hub for money managers, custodians and sponsor platforms […]
Cybersecurity to Client Retention
Chief Technology Officers (CTOs) of wealth management firms have a lot of responsibility: choosing technology vendors, training staff, evaluating processes, coordinating integrations – the list goes on. That’s why we’re proud to sponsor a recent Think Tank event, which brings together CTOs and technology experts from top wealth management firms to explore their insights, challenges, and […]
