How To Keep Up With the Latest Fintech Trends With Rusty Sommer
Advisors, are you keeping up with the latest FinTech trends? When was the last time you worked on your tech stack? In this episode, Matt Halloran talks to Rusty Sommer, Managing Director – Strategic Partnerships at Flyer Financial Technologies. Rusty talks about innovative trading and portfolio management technologies that can help advisors and asset managers […]
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 […]
Manage Portfolios at Scale with the Right Technology with Brian Bleasdell
Brian Bleasdell is the Chief Product Officer at Flyer Financial Technologies. FlyerFT develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies. Doug Heikkinen and Brian sat down at the FSI OneVoice Summit and talked about what FlyerFT actually does that makes them unique in the industry. They […]
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 […]
Technology is the Ultimate Enabler
“Technology should enable you to do what you need to do and want to do, and really deliver investments to people at their level and at a point that makes sense. That’s where Flyer comes in, because we give people an opportunity to manage their portfolios at scale to really deliver on what they have […]
UX Wealth Partners: Integration with FlyerFT Delivers Critical Practice Management Efficiencies
UX Wealth Partners (“UX Wealth”) today announced a custom integration with Flyer Financial Technologies’ (“FlyerFT”) Co-Pilot, enabling UX Wealth to execute investment strategies faster and with better price execution. Advisors using UX Wealth are now seamlessly utilizing FlyerFT’s Co-Pilot Investment Book of Record (IBOR) where positions are updated for every trade placed, providing real-time position […]
Enabling Advisor Scalability Through Technology with Rusty Sommer
Rusty Sommer is the Managing Director of Strategic Relationships at Flyer Financial Technologies, which develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies. Doug Heikkinen, Editor and Creative Director at Advisorpedia, caught up with Rusty at the 2021 MarketCounsel Summit and talked about FlyerFT, and how they […]
LifeYield’s WealthTech On Deck Podcast
In this episode, Jack Sharry talks with Brian Ross, CEO of Flyer Financial Technologies. Brian started as an engineer with JPL and NASA, but has always been interested in fintech. At BlackRock he helped build a software company that specialized in commercial mortgage-backed securities and commercial loans. Now, with Flyer, Brian is focused on building […]
The Last Mile: Using APIs to Optimize Your Wealthtech Stack for Portfolio Trading
INTRODUCTION For decades, wealth management firms have built their wealthtech stack by choosing from either all-in-one platforms or disparate solutions. The major issue? These all-in-one platforms may not be best-in-class at every step of the advisor workflow, and the best-in-class disparate solutions may not seamlessly integrate across platforms. In recent years, the wealthtech industry has […]
