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Uncertainty in the markets requires certainty with your technology In these turbulent times with record market volatility and uncertainty, it […]

According to this survey, only 41% of investment advisors use automated processes when managing client assets. With 69% of RIAs […]

Technology is critical to growth but so is your process As a rebalancing and trading platform, of course we’re going […]

A recent report by the U.K.’s financial regulator, the Financial Conduct Authority (FCA), found that high-frequency traders make nearly $5 […]

There are many important factors that lead to the successful optimization of your trade operations, some that can be controlled […]

The beginning of a new calendar year offers the chance to reflect on successes over the past year and areas […]

Making Sense of Money Markets and Sweep Accounts; Not All Cash Accounts are Made the Same Investors are encouraged to […]

The recent announcement that two of the ‘Big Four’ brokerages will merge to form a mega-firm with $5 trillion in […]

Our recent post on the Blaze Portfolio blog about trading compliance examines the importance of monitoring and updating compliance rules […]

One of the pleasant surprises we’ve experienced as we’ve helped RIA practices integrate our trading and rebalancing software is the […]

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