An RIA’S Tech Stack: Your Most Important Decision
A software’s tech stack is a massively important decision for modern RIA’s. Since advisors and their staff interface with software almost constantly, what goes into […]
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LPL Financial Acquires Blaze Portfolio with Plans to Scale the Platform
In October, Blaze Portfolio entered into an agreement to be acquired by LPL Financial. We continue to function as a stand-alone company under the same […]
How our Portfolio Management Software Integrates with Schwab
The big news It’s official. TD Ameritrade has become Charles Schwab. The deal closed on October 6. By acquiring TD Ameritrade, Schwab will almost double […]
How the COVID Crisis has Changed Technology for RIAs
The COVID pandemic has sparked a sharp increase in remote work, spiking a trend which was already well established. Prior to the pandemic, surveys indicated […]
5 Features of Multi-Custodial Software for RIAs
These must-have features build efficiency and cohesion. Multi-custodial software allows seamless trading across multiple client portfolios, avoiding uploads, spreadsheets and manual account allocations. RIAs know […]
5 Tools Every Successful RIA Needs
You’re credentialed and have great clients, but in this ever-evolving financial landscape what tools do RIAs need in your toolbox? Consult this list to learn […]
7 Steps To Optimize Your Investment Management Process
There’s so much to keep track of these days. RIAs are striving to maximize returns, increase customer satisfaction and earn referrals. Take these seven steps […]
RIAs Save Time and Money With Cash Rebalancing
Cash rebalancing: easily optimize cash flow, even in uncertain times There’s so much going on right now. Markets are jumpy, and it’s not clear exactly […]
How RIAs Can Leverage Cloud Technology to Capitalize on Market Volatility
In times of market volatility, your clients need you now more than ever. But how do you find time to spend those extra minutes reassuring […]
AUTOMATE DRIFT MONITORING AND REIN IN RISK: A VOLATILE MARKET MAKES IT CRITICAL
For many, the current global health crisis has put life on hold, but RIAs know their fiduciary duty to their clients never takes a break. […]