The Future of Trading: Why Agility & Automation Are Key to Rep and IAR Success

flyer - future of trading

Broker dealers are facing the perfect storm.  Recent industry consolidation is provoking intense competition for top talent. As executives map out their recruitment and retention strategies, they’re confronting new questions about how to utilize powerful emerging technology—software that’s rewriting the very rules of investment management, financial planning, and client services. Add in new service models, […]

Protecting Portfolios in Real Time: Why Risk Management Tools in PMS & OMS Systems Are Mission-Critical

flyerft risk management

In today’s fast-moving markets, protecting portfolios is more than a fiduciary obligation—it’s a competitive advantage. For investment managers, having robust risk management baked into their portfolio management system (PMS) and order management system (OMS) is no longer a nice-to-have. It’s foundational. Done right, it protects the firm, empowers advisors, and delivers the kind of trust […]

From Lagging to Leading: How Modern Tech Fuels Top-100 RIAs

lagging

Legacy systems weren’t built for billion-dollar firms or the pace of today’s markets. Yet too many enterprise RIAs are still trying to scale outdated infrastructure and losing time, talent, and client opportunities in the process. Top RIAs have taken a different path. They’ve embraced trading infrastructure that doesn’t just keep up; it sets them apart. […]

Five Signs It’s Time to Upgrade Your Portfolio Management Solution

ERIA Upgrade PMS blog

Are your advisors spending more time wrestling with technology than actually serving clients? As wealth management firms grow, clinging to a patchwork of cobbled-together systems might turn into your biggest operational liability. Most firms start with a handful of disconnected tools that seem “good enough” for the moment. But what begins as a minor inconvenience […]

Flyer’s API-Driven Platform: A Modern Solution for Today’s Growth-Oriented Firms

Growth Oriented Firms API blog for ABM

As independent broker-dealers (IBDs) navigate an evolving wealth management landscape, growth and efficiency remain top priorities. Scaling advisory services, managing multi-custodial portfolios, and executing trades at speed, all while maintaining compliance and operational control, can be challenging with fragmented, outdated technology. That’s why today’s most forward-thinking firms are adopting Flyer’s cloud-native, API-driven platform—a seamless, high-performance […]

Breaking Free from the Ecosystem Trap: Why True Independence Matters for Modern Firms

Chains Breaking Free in Wealth Management

Top firms thrive when they achieve true independence. There’s no better time than now to break free from closed technology ecosystems and legacy workflows, especially when it comes to your portfolio management and trading systems.  Getting caught up in restrictive platforms, or what’s sometimes referred to as closed or restricted architecture, can be a major […]

5 Warning Signs That Your Portfolio Management & Trading Platforms are Holding You Back

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 […]

Maximizing Portfolio Performance: Automating Cash Sweeps in Today’s Market

cash management automation piggy bank

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 […]