From Lagging to Leading: How Modern Tech Fuels Top-100 RIAs

lagging

Legacy systems weren’t built for billion-dollar firms or the pace of today’s markets. Yet too many enterprise RIAs are still trying to scale outdated infrastructure and losing time, talent, and client opportunities in the process. Top RIAs have taken a different path. They’ve embraced trading infrastructure that doesn’t just keep up; it sets them apart. […]

Five Signs It’s Time to Upgrade Your Portfolio Management Solution

ERIA Upgrade PMS blog

Are your advisors spending more time wrestling with technology than actually serving clients? As wealth management firms grow, clinging to a patchwork of cobbled-together systems might turn into your biggest operational liability. Most firms start with a handful of disconnected tools that seem “good enough” for the moment. But what begins as a minor inconvenience […]

Breaking Free from the Ecosystem Trap: Why True Independence Matters for Modern Firms

Chains Breaking Free in Wealth Management

Top firms thrive when they achieve true independence. There’s no better time than now to break free from closed technology ecosystems and legacy workflows, especially when it comes to your portfolio management and trading systems.  Getting caught up in restrictive platforms, or what’s sometimes referred to as closed or restricted architecture, can be a major […]

5 Warning Signs That Your Portfolio Management & Trading Platforms are Holding You Back

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 […]

CO-PILOT, FTN & Certiflyer Product Updates

flyer ft product updates q3

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

cash management automation piggy bank

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

flyerft portfolio rebalancer

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 […]

3 Problems Facing Boutique Asset Management Firms & How to Solve for Them

solve problems

Regardless of asset class, sector or investment style, most boutique asset managers I meet with are grappling with three key problems that—for want of a more technical description—are keeping them awake at night. The issues don’t immediately threaten the viability of the business, but they do cast a deep shadow on profitability, growth prospects and […]