How Can Portfolio Management And Trading Apis Future – Proof Your Firm?
Now that tax services and holistic approaches to financial planning are commonplace, advisory firms are looking for the next big new way to attract and retain clients. The most tried and tested method to stand out? Exceptional client service through future-proof technology. But adding tech tools to your firm isn’t always a smooth process. You […]
3 Secrets to a Better Advisor Trading Experience
This post was updated on June 2, 2023. It was originally published on 02.03.2020. We have seen an explosion of articles about how firms need to improve their client experience (C/X) – why it’s so important and how companies can’t survive without it and why we need to be more like Amazon or Apple in […]
RIA Tech Stack Essentials
Advisory firm tech stacks have come a long way in a short span of time. As recently as ten years ago, many RIA firms (and even some larger firms) could get away with a tech stack consisting of simply a portfolio reporting solution, financial planning tool, and a CRM. Combined with additional capabilities from their […]
4 Ways to Make Trade Creation More Efficient
In this era of robo advisors and everyday investors using Reddit forums and Robinhood to make GameStop a stock market Cinderella story or a date with her Wicked Stepmother, financial advisors and wealth management firms can stand out by offering tailored, customized portfolios to their clients that can stand the test of market volatility and deliver the […]
4 Ways Asset Management Technology Can Boost Your Firm’s Growth in 2023
What do asset managers need from their tech today to succeed? You might hope for AI-enabled tech that does all of your trading and portfolio optimization at the click of a button, but the truth is that what asset managers really need is a customizable solution that allows them to scale their knowledge and enhance […]
Maximize Your Firm’s Growth in 2023 with Investment Portfolio Management Software
Many wealth management firms are feeling double the pressure this year with a cloud of recession looming: They need to prioritize growth while also delivering an unrivaled digital experience to their clients. One way to keep growth front and center and deliver on the promise of a great customer experience (CX) is to focus on your […]
How Portfolio Rebalancer Tools Can Help Your Firm Grow
If you paid any attention to news headlines, you know that there were some pretty substantial and disruptive events over the last year: Britain losing its longest-reigning monarch ever The invasion of Ukraine by Russia The largest Powerball win in history There’s a lot more, and that list doesn’t even get us into soaring inflation […]
How Flyer’s APIs Enhance FIX Enterprise Trading Software
As an enterprise firm, off-the-shelf wealthtech solutions just don’t seem to cut it. You have unique needs that can’t be met by most turnkey offerings. Building your own custom application is often the only way you can get everything you need in a software, especially for trading. When it comes to your tech stack, you […]
Verify and Optimize Your Trading Workflows with CertiFlyer
In the 1980s, one of President Ronald Reagan’s favorite phrases was “Trust, but verify.” He used it when talking about U.S. relations with the then-Soviet Union. And while the phrase itself may be as out of fashion as a cassette tape deck, the idea behind it is still something financial advisors and their compliance teams […]
Why the Right Trading Network Makes Order Management Work at Optimal Speed
Picture your favorite coach. All of the different personalities of each player, the different talents of each player, and even the different ways to connect to each player — they have to deal with it all. The role of a coach is to bring everyone together who might otherwise be separate or not even talk […]
