If you’re an RIA, Connected Trading empowers you to simplify your trading and risk management processes.
Are you an RIA who creates manual order files for client accounts?
Do you have to create separate order files for equities and mutual funds?
Do you spend time logging into your custodian’s system to upload files?
Riskalyze and Flyer have partnered to develop Connected Trading, an end-to-end risk and trade automation platform for advisors.
With the Connected Trading partnership, now you can optimize your advice with one-click trading
Connected Trading is provided by wealth management industry technology leaders Riskalyze and Flyer
Riskalyze is empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability
Flyer has developed a cutting-edge trading API and network for wealth managers to efficiently manage trades and allocations across asset classes.
Their combined best-of-breed technologies deliver a simple yet powerful trading solution designed to accelerate your business
Now you can be more efficient, fair and in control when trading client accounts.
Eliminate logging into separate screens
No more separate order files for equities and mutual funds
No more manually typing orders, confirming executions and verifying allocations
Turn 7 steps into one, and save 80% of the advisor time spent on manual trading
Automating block trading aggregates client orders by symbol, side and custodian
Trade the entire block and automatically allocate the shares to client accounts
Deliver the exact same price for each account
When advisors trade in real time, advisors stay in control of their plan
No more manual steps while the market is moving
No more waiting until tomorrow for results
Get real-time visibility into orders and executions across all accounts and custodians