Co-Pilot: The Future of Order and Portfolio Management
t’s 2023. A toddler can accidentally order a year’s worth of coffee from Amazon via smart speaker in the time it takes a parent to grab a plate from the dishwasher, but trading, unfortunately, is still a very complex and manual process for most investment firms. Some have a dedicated trading desk, but assessing portfolio […]
OMS vs. EMS vs. PMS: Selecting the Best System for Your Firm’s Needs
Order management software is a fintech category with many nuances. Sometimes an investment manager only needs a system to rebalance quarterly against a strategy. More often, the manager needs a system to regularly send orders to brokers and custodians, but their requirements aren’t much more sophisticated than that. But if you’re an advanced trader or manager, there’s an additional component […]
SMArtX Advisory Solutions Announces Partnership with Flyer Financial Technologies
MArtX Leverages Flyer Financial Technologies to Upgrade Managed Accounts Solutions SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), announced a partnership with Flyer Financial Technologies (‘Flyer FT’) and its Co-Pilot OEMS, a cloud-based order and execution management platform. The integration of Flyer […]
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 To Keep Up With the Latest Fintech Trends With Rusty Sommer
Advisors, are you keeping up with the latest FinTech trends? When was the last time you worked on your tech stack? In this episode, Matt Halloran talks to Rusty Sommer, Managing Director – Strategic Partnerships at Flyer Financial Technologies. Rusty talks about innovative trading and portfolio management technologies that can help advisors and asset managers […]
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 […]
Manage Portfolios at Scale with the Right Technology with Brian Bleasdell
Brian Bleasdell is the Chief Product Officer at Flyer Financial Technologies. FlyerFT develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies. Doug Heikkinen and Brian sat down at the FSI OneVoice Summit and talked about what FlyerFT actually does that makes them unique in the industry. They […]
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 […]
