HOW SOFTWARE CAN HELP ADVISORS AVOID TRADING ERRORS Uncertainty in the markets requires certainty with your technology In these turbulent times with record market volatility and uncertainty, it […] Read more
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 […] Read more
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 […] Read more
Prevent High-Frequency Traders from Stealing Your Performance with Execution Algorithms A recent report by the U.K.’s financial regulator, the Financial Conduct Authority (FCA), found that high-frequency traders make nearly $5 […] Read more
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 […] Read more
New Year’s Resolutions for RIAs in 2020 The beginning of a new calendar year offers the chance to reflect on successes over the past year and areas […] Read more