SMArtX INSTITUTIONAL SERVICES A key element to any growing firm is the ability to effectively scale current operations and output. Failure to do so can result in decreasing product quality, deteriorating customer service, and overall loss of business. Fortunately for...
SMArtX INSTITUTIONAL SERVICES The retail investor’s trading speed is often said to come a distant second to the fast-paced order routing of institutional investors. Investment firms have even been set up physically closer to exchange to cut down on the time it takes...
FinTech Revolutionizing Managed Accounts – Part 6 Investors generally reference “alternatives” as investments that fall outside the two primary asset classes, equities and bonds. These investments can be as vanilla as options and currencies, or far more...
FinTech Revolutionizing Managed Accounts – Part 5 Security indexes (or indices, depending where you are from) predate the 20th century and have been used as benchmarks for investment managers for many decades. Beginning in 1975 (or potentially as early as 1967),...
FinTech Revolutionizing Managed Accounts – Part 4 Advisory clients can be an eccentric bunch, with varied demands and unconventional reasons behind them. Whether your client has taken a firm stance against the perils of tobacco, the side effects of petroleum,...
FinTech Revolutionizing Managed Accounts – Part 3 Hedge funds have long been mired of the world of Regulation D private placements, until now. While several strategies fit well into the idea of yearlong lock ups, consolidated asset pools, and high fee...
