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 […]
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 […]
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 […]
