How Asset Managers Can Streamline Post-Trade Processing with Co-Pilot OMS
The post-trade process is like the fourth quarter of a big game – you may have the lead going in, but you have to do the work to finish things off to snag the win for your team. Unfortunately, the fourth quarter for post-trade processing can be arduous and time-consuming for your team at the […]
How Asset Managers Can Find Efficiency During Trade Allocation
The best quarterbacks to ever play in the NFL (looking at you, Peyton Manning and Tom Brady) always knew to study defenses before the play even began. That way, they would know exactly where they wanted to throw the ball after the snap. As the quarterback of your asset management team, your responsibility is first […]
How Asset Managers Can Find Efficiency During Trade Order Management
If trade creation is the first half of an asset manager’s trade order management process, then order management is the all-important second half. That’s because even if you get that critical first step perfect, an error in the second half can impact the execution price and the initial performance of the investment in your client’s […]
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 […]
Flyer Launches New Co-Pilot OMS Fixed-Income Trade Processing Enhancements as Part of Expanded Integration with Envestnet | Tamarac
NEW YORK, NY—JUNE 30, 2020—Flyer and Envestnet, Inc. (NYSE: ENV) announced today that advisors relying on the Envestnet | Tamarac (Tamarac) platform now can automate their fixed-income trade processing in Flyer’s Co-Pilot order management system (OMS). The Co-Pilot integration with Tamarac, providing a more comprehensive, seamless, and advanced advisor trading experience, was originally announced in April 2019. By adding efficient […]
Riskalyze Unveils a Suite of New Product Features Live from the Fearless Investing Summit
Riskalyze revolutionizes how advisors will trade, expands the depth and breadth of security and portfolio analytics, and once again reinvents the risk tolerance assessment BOSTON, MASSACHUSETTS – October 3, 2019 – Riskalyzetoday announced a slew of major upgrades to its wealth management platform at the company’s third annual Fearless Investing Summit. The three-day event brings […]
Investment News | Riskalyze launches multi-custodial trading tool
Company said software will reduce time advisers spend trading by 80% By Ryan W. Neal | Investment News Riskalyze continued expanding beyond its roots as a digital risk assessment tool with the reveal of new automated trading technology on Thursday at the fintech firm’s annual Fearless Investing Summit in Boston. Built in partnership with Flyer, a trading […]
Flyer Adds Cryptos to Managed FIX
Connect and Trade via FIX for Bitcoin, Ripple, and other cryptocurrencies Flyer is the first mainstream vendor to offer FIX-based services into the crypto world based on the same award-winning platform that currently powers 100’s of FIX infrastructures. Cryptocurrencies are a natural extension of the FIX protocol and a straightforward deployment with Flyer’s platform and […]
