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 […]
Is Your Enterprise Ready to Fly? A Pre-Flight Checklist for Portfolio Management and Trading Operations
Building out integrated portfolio management and trading operations for an enterprise firm requires a different approach than what might work for a small- or medium-sized business. Workflows that are sufficient for managing investments and executing trades in a narrow ecosystem can quickly become unwieldy when amplified at an enterprise level. Whether your firm is seeing […]
CO-PILOT, FTN & Certiflyer Product Updates
CO-PILOT (May Release 7.6) Choose your own Market Data Provider Port Mgmt by Asset Class, SecType & Sector Order Management Bond Calc Household Compliance Asset allocation tactical trading to model CO-PILOT (July Release 7.7) Household Rebal & Trade Updates Wash Sale Guardrails T+1 Reporting Updates International Trading in OMS Add Notes & Instructions to Accounts […]
Maximizing Portfolio Performance: Automating Cash Sweeps in Today’s Market
In today’s financial landscape of high interest rates, market instability, and regulatory shifts like T+1 settlement, wealth management advisors are looking for better ways to manage client cash. A key strategy is using sweep vehicles, such as money market funds and treasury securities, to park cash in custodial accounts. These provide higher returns than idle […]
The Ins and Outs of Portfolio Rebalancing Software
Want to streamline the investment strategies you can offer to clients and easily keep asset allocations optimized in portfolios? There’s only one solution an RIA needs to have in its stack to make this work easier: portfolio rebalancing software. While experienced traders and asset allocators may think they know all the rebalancing options available to […]
