David Mcclean

Legacy trading infrastructure can’t keep pace with the way modern wealth firms operate. Enterprise RIAs and Independent-Broker-Dealers today are managing multi-custodial portfolios, centralized trading desks, rep-as-PM models, tax-sensitive strategies, and increasing compliance demands, all while trying to grow AUM without adding operational friction. But firms are still constrained by: • Disconnected PMS, OMS, and EMS systems • Manual reconciliation and swivel-chair workflows • Ecosystem lock-in that limits flexibility • Legacy platforms that slow down innovation Flyer Financial Technologies is the composable trading infrastructure built to change that. We provide a cloud-native, API-first platform that unifies multi-asset portfolio management, rebalancing, compliance, and order management into a single, scalable system of record. Through the Flyer Trading Network (FTN), we connect over 1,600 investment firms with hundreds of custodians and brokers daily, powering 1.6M trades per day across 2.6M managed investor accounts. Unlike rigid, all-or-nothing platforms, Flyer integrates seamlessly into your existing tech stack so you can modernize at your own pace, enhancing what works, replacing what doesn’t, and avoiding disruptive overhauls. Our infrastructure supports: • True multi-custodial, multi-asset support • Real-time rebalancing with tax-optimization • Fractional share capabilities • Automated cash and money-market workflows • Household-level compliance and oversight • Fully composable API integrations Flyer empowers firms to maintain strategic control over their investment value proposition while outsourcing the complex technical plumbing required to deliver it at scale. Serving 42% of the Top 100 RIAs and 5 of the Top 10 TAMPs, Flyer is the modern foundation for firms ready to break free from legacy constraints and scale without limits. If your infrastructure can’t keep pace, it’s time to evolve.