What?

Features:

With the Connected Trading partnership, now you can optimize your advice with one-click trading

Connected Trading is provided by wealth management industry technology leaders Riskalyze and Flyer

Riskalyze is empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability

Flyer has developed a cutting-edge trading API and network for wealth managers to efficiently manage trades and allocations across asset classes.

Their combined best-of-breed technologies deliver a simple yet powerful trading solution designed to accelerate your business