Tag Archives: #FlyerFinancialTechnologies

Episode 69 – Manage Portfolios at Scale With the Right Technology – With Brian Bleasdell

Advisorpedia, Finance, Industry Innovators, Power Your Advice, , , , , , , , ,

Brian Bleasdell is the Chief Product Officer at Flyer Financial Technologies.  Flyer Financial Technologies develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies.

 

Doug and Brian sat down at the FSI OneVoice Summit and talked about what Flyer Financial Technologies actually does that makes them unique in the industry. They also discuss:

  • Why they changed the name from FX Flyer 
  • The end-to-end process the platform addresses
  • The Flyer Financial Technologies features that enable advisors to scale up and/or implement unique workflows
  • Real-life examples of how advisors use Flyer Financial Technologies
  • What is coming next for Flyer Financial Technologies and what is driving that roadmap

Resources:   Flyer Financial Technology

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Episode 63 – Enabling Advisor Scalability Through Technology – With Rusty Sommer

Advisorpedia, Finance, Industry Innovators, Power Your Advice, , , , , , , ,

Rusty Sommer is the managing director of strategic relationships at Flyer Financial Technologies, which develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies.

Doug and Rusty caught up at the MarketCounsel Summit and talked about Flyer Financial Technologies and how they help advisors deliver personalized investment portfolios at scale. They also discuss

  • What trends Rusty is following in 2022
  • How the role of advisors evolved over the last five years
  • How Flyer Financial Technologies has differentiated itself in a crowded market
  • Three things for advisors to consider when upgrading their tech stack
  • How can the industry do a better job of educating investors?

Resources: Flyer Financial Technologies | FP Transitions

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