Technology Tools: Cutting Through Wealth Tech Noise
Cutting Through Wealth Tech Noise with Chip Kispert Wealth management firms are surrounded by an ever-growing list of technology tools. From artificial intelligence to compliance systems to new investment platforms, advisors and firms are under pressure to adopt innovations while avoiding overload. The challenge is knowing which technologies truly add value and which only create […]
Flyer’s API-Driven Platform: A Modern Solution for Today’s Growth-Oriented Firms
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trades at speed, all while maintaining compliance and operational control, can be challenging with fragmented, outdated technology.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 […]
The Cost of Holding On: Why Legacy Trading Systems Could Be Undermining Your Firm’s Growth
Letting go. It’s one of the hardest things to do in business, but doing so at the right time can be key to entering a new chapter of growth and opportunity. Today’s generation of broker-dealers are great at holding on. They’ve held on through changing business models and new fee structures. They’ve held on as […]
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 […]
