How Asset Managers Can Find Efficiency During Trade Creation
Portfolio management and athletics have a lot in common; the first step is all-important. Take football, for instance, the first step off the line of scrimmage can be the difference between a wide receiver running past a defensive back and catching a game-winning touchdown, or being shut down and taken out of the play. For […]
Technology is the Ultimate Enabler
“Technology should enable you to do what you need to do and want to do, and really deliver investments to people at their level and at a point that makes sense. That’s where Flyer comes in, because we give people an opportunity to manage their portfolios at scale to really deliver on what they have […]
UX Wealth Partners: Integration with FlyerFT Delivers Critical Practice Management Efficiencies
UX Wealth Partners (“UX Wealth”) today announced a custom integration with Flyer Financial Technologies’ (“FlyerFT”) Co-Pilot, enabling UX Wealth to execute investment strategies faster and with better price execution. Advisors using UX Wealth are now seamlessly utilizing FlyerFT’s Co-Pilot Investment Book of Record (IBOR) where positions are updated for every trade placed, providing real-time position […]
Enabling Advisor Scalability Through Technology with Rusty Sommer
Rusty Sommer is the Managing Director of Strategic Relationships at Flyer Financial Technologies, which develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies. Doug Heikkinen, Editor and Creative Director at Advisorpedia, caught up with Rusty at the 2021 MarketCounsel Summit and talked about FlyerFT, and how they […]
LifeYield’s WealthTech On Deck Podcast
In this episode, Jack Sharry talks with Brian Ross, CEO of Flyer Financial Technologies. Brian started as an engineer with JPL and NASA, but has always been interested in fintech. At BlackRock he helped build a software company that specialized in commercial mortgage-backed securities and commercial loans. Now, with Flyer, Brian is focused on building […]
Flyer Unveils Brand Refresh, Platform Updates, and Strategic New Hires
NEW YORK, NY – SEPTEMBER 21, 2021 Flyer, a leading provider of cloud-based trading applications, APIs, and infrastructure, today announced a brand refresh as Flyer Financial Technologies (FlyerFT). Over the last six years, FlyerFT has expanded its sophisticated trading solutions. The company now powers many of the industry’s leading platforms and trading desks. Reflecting the […]
Flyer Rolls Out Advanced Trading Capabilities to Advisors Using Morningstar Total Rebalance Expert
NEW YORK–(BUSINESS WIRE)–Flyer, the leading provider of trading tools, connectivity, and infrastructure for the wealth management industry, today announced the rapid integration of Co-Pilot, Flyer’s securities trading API with Morningstar® Total Rebalance Expert® (TRX), the tax-efficient portfolio rebalancing platform, designed to bring faster trade execution and a seamless user experience to financial advisors. From start to […]
3 Great Reasons for RIAs to Centralize Investment Management and Trading
“It’s not the most powerful animal that survives. It’s the most efficient.” — Georges St-Pierre Introduction There are over 14,000 SEC-registered RIAs in the country, up almost 17% from 12,000 in 2016. The majority of the increase came from solo advisors, many of whom are running lifestyle practices where the return on investment (ROI) is defined […]
How Broker-Dealers Can Love Their Tech Stack, Not Just Tolerate It
Broker-dealer technology stacks don’t have the best reputation. They’re notoriously behind the times and hard to integrate with other financial institutions. They’re even cited as one of the main reasons advisors decide to break away and start their own independent businesses. But you have the power to change that. With application programming interfaces, or APIs, […]
What are APIs and How Do They Shape the Future of WealthTech?
Financial advisors and WealthTech firms can both benefit from a deeper understanding of how APIs improve the ability to meet the technology daily needs of advisors. But there’s no WealthTech 101 course for financial advisors to take—even if they do heavily rely on their technology every single day to carry out their fiduciary duties. Whether […]
