Asset Manager
Full Service Trading For Wealth Advisors And Their Clients
Helping Wealth Managers and Advisors deliver a full service trading solution to their clients
Your wealth advisors have the research needed to guide and assist your clients' investment decisions. But they can’t execute on those ideas without a reliable, full featured trading platform. Ironfly delivers.
Stronger Client Relationships Through Better Execution
Backbone of Your Business
The relationship between your wealth advisors and their clients is the backbone of your business.
Effective and efficient interactions with end customers are essential to ongoing relationship success. But after investment decisions have been made, accurate and timely trade execution is essential. Ironfly provides wealth managers with an intuitive and streamlined trade workflow, to deliver private wealth clients the service and investment performance they expect.
Trade Entry & Management
Private banks and wealth managers seek to provide clients with a broad range of investment products, ideas, and options. Advisors need easy access to the tools and information needed to support those clients.
Ironfly provides an account and position management, and trade execution solution that seamlessly integrates with your existing workflow. We make it easy for advisors to execute on those investment ideas, and manage client orders, positions, and accounts.
Account & Risk Management
Ironfly seamlessly integrates with your internal systems and other 3rd party platforms to provide an accurate and complete view of client accounts and positions.
Our compliance and pre-trade risk rules engine offers a range of controls over a wide range of scenarios. Compliance and trading risks abound; Ironfly keeps you safe.
Order & Execution Handling
The system also addresses the full order and execution lifecycle, allowing for advisor management of client positions and accounts, order handling and execution monitoring, and post-trade (allocation) workflows.
Our easy and intuitive platform helps advisors, from investment ideas to trade completion.
After the investment decision has been made, accurate and timely trade execution is essential. Ironfly provides wealth managers the intuitive and streamlined trade workflow they need.
