A Preview of Orion Ascent 2024
Orion Ascent is just around the corner and as a key partner of Orion, our team is more than ready to take in the insights and innovations that this conference always delivers. Set against the backdrop of San Diego this March, Ascent offers financial expertise, in-depth software learning opportunities, and networking that few other events […]
Top 5 Benefits of the Flyer Trading Network
When it comes to portfolio management & trading, there’s no room for “maybe’s.” Order routing networks provide the wealth management industry with significant advantages for optimizing portfolio management and trading practices. These sophisticated networks are best designed to streamline and fortify the execution of orders and allocations. Trading networks provide an array of benefits that […]
A Primer on Algorithmic Trading
“The robots are coming” is a common refrain – first it was the robo-advisors, and now AI has entered the chat (pun intended). But for traders, the robots have been around for a while, and they’re providing benefits rather than the drawbacks. We’re talking about algo trading, a well-known strategic piece of the puzzle for […]
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 […]
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 […]
How Flyer’s APIs Enhance FIX Enterprise Trading Software
As an enterprise firm, off-the-shelf wealthtech solutions just don’t seem to cut it. You have unique needs that can’t be met by most turnkey offerings. Building your own custom application is often the only way you can get everything you need in a software, especially for trading. When it comes to your tech stack, you […]
