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 […]
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 […]