You’re credentialed and have great clients, but in this ever-evolving financial landscape what tools do RIAs need in your toolbox? […]
All posts tagged: investment technology
How RIAs can Streamline Trade Order Creation through Technology
According to this survey, only 41% of investment advisors use automated processes when managing client assets. With 69% of RIAs […]
Why Defining Investment Operations is Critical to Growing an Investment Advisory Business
Technology is critical to growth but so is your process As a rebalancing and trading platform, of course we’re going […]
Optimize Your Trading Workflow for Success
There are many important factors that lead to the successful optimization of your trade operations, some that can be controlled […]
Multi-custodian Integration in the Midst of Custodian Mergers
The recent announcement that two of the ‘Big Four’ brokerages will merge to form a mega-firm with $5 trillion in […]
Software Integrations with Portfolio Accounting and Reporting Systems Can Make or Break Operations at an RIA
Advancements in technology have increased advisors’ productivity and ability to serve clients for years. The modern advisor can outperform simply […]
Utilizing Management Software For Order Flow Across Multiple Custodians
Managing order flow across multiple custodians have become increasingly important as technology continues to rapidly evolve. For an industry of […]
Streamlining Trade Management for Investment Advisors
Whether your firm is just getting off the ground or growing rapidly, if you’re ready to scale your investment advisory […]
Do Robo-Advisors Use Excel Spreadsheets?
That and other questions will be helpful while addressing your firm’s infrastructure, in light of the robo-advisors onset. Opinions on […]