A software’s tech stack is a massively important decision for modern RIA’s. Since advisors and their staff interface with software […]
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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 […]
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 […]
Making Sense of Money Markets and Sweep Accounts
Making Sense of Money Markets and Sweep Accounts; Not All Cash Accounts are Made the Same Investors are encouraged to […]
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 […]
Blaze Portfolio Offers Solutions to Trading Compliance Issues
Our recent post on the Blaze Portfolio blog about trading compliance examines the importance of monitoring and updating compliance rules […]
Innovative RIAs Surprise Trading and Rebalancing Software Developers
One of the pleasant surprises we’ve experienced as we’ve helped RIA practices integrate our trading and rebalancing software is the […]
Pre-Trade Compliance Software for Investment Advisors in Response to SEC Alerts
Risk alerts published by the SEC’s OCIE (Office of Compliance Inspections and Examinations) help protect investors, improve industry practices, and […]
How Technology and Client Views Can Simplify Cash Management for Advisors
After a decade of a strong bull market, advisors face the challenge of meeting clients’ expectations while monitoring turbulence in […]
The Best Features In Trading Software For RIAs
With a wealth of competition, the best trading software for RIAs is determined by its scalability and flexibility. Automation has […]