A Next-Gen, All-In-One Digital RIA Platform Providing Powerful, End-to-End Tools and Features to Make Your RIA Life Simple.
Philadelphia
Joined February 2012
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So excited and proud of our CEO, Yang Xu – for being selected in the WealthManagement.com Ten to Watch 2021 list #TentoWatch21. Congratulations to Yang and the other 9 selected. wealthmanagement.com/people/… #rias #WealthTech
Thrilled to be featured as guest contributor by @MichaelKitces with our in-depth article on how (but usually not whether) clients are paying for "free" trading. How "Free" RIA Custodians Make It Difficult To Determine Which Is Actually The Most Expensive bit.ly/2Tfszvi
Dissatisfied with your current RIA platform? Worried about what these mergers mean to your business and how it will affect your processes and clients? tradingfront.com/trial
Great interview about @tradingfront with our CEO Yang Xu @WangDangYang and @djamesarmstrong editor in chief at WealthManagement.com. Thank you so much David and WealthManagement.
Listen to David Armstrong talk with @tradingfront CEO @WangDangYang about what the white-label robo advisor can do for RIAs in the latest Wealthies Circle Podcast.
#wealthies
spr.ly/6010G2yrs
TradingFront retweeted
The winners for the Wealth Management 2020 Industry Awards were announced during a live broadcast from NYC on Sept. 10. This year, 72 awards were presented to 61 companies chosen from a pool of 155 finalists. #WMIA20 #Wealthies
See the 2020 Winners: spr.ly/6013GIXzD
See how our technology can potentially help boost your AUM. Download our case study. tradingfront.com/whitepapers… #rias #wealthtech
Trade up to TradingFront when you’re ready to trade in your wirehouse business blog.tradingfront.com/2020/0…
Great article and we agree. Tech spend and budgets during this volatile time are key - especially for RIAs that are breaking away. We have your back and support you with low cost, easy to use tools with a full tech stack to get you up and running fast. tradingfront.com
The prevalence of remote work as a result of the coronavirus has financial advisors and firms looking at the tech budgets in ways they haven't before.
spr.ly/6017GsVlz
This starts at 4PM EST today. We are honored to be a finalist in the Tech Partners: Client Onboarding and Client Portal categories. #WMIA20 Register to watch today!
How many best-in-breed companies are you working with? Find out by watching the 2020 #Wealthies Awards on 9/10. This fast-paced virtual event will be the financial industry’s most entertaining awards program of the year!
#WMIA20
Register to watch: spr.ly/6018GqyW4
Also, a big thank you to @ddjanowski for the great interview for this piece! wealthmanagement.com/people/…
#TentoWatch21 @wealth_mgmt @WangDangYang
So excited and proud of our CEO, Yang Xu – for being selected in the WealthManagement.com Ten to Watch 2021 list #TentoWatch21. Congratulations to Yang and the other 9 selected. wealthmanagement.com/people/… #rias #WealthTech
Advisors must upgrade their digital client experience, onboarding and mobile technology – to meet client expectations. Take a free trial to see how we can exceed expectations.
Developing a Technology Strategy in Times of Volatility, Custodian Consolidation, and Pandemic blog.tradingfront.com/2020/0…
Volatile Times Mean Opportunities for RIAs. See How to Win with TradingFront’s All-In-One Advisor Platform in our Webinar on Thursday, Aug. 13th @ 1:30 PM (EST). Sign up today. us02web.zoom.us/webinar/regi…
Still time to sign up for our webinar – The New RIA Imperative: Getting to Know Your New Custodian in Times of Uncertainty with special guests Michael Gast of Interactive Brokers and Tim Welsh of Nexus Strategy. Thursday, July 30 at 1:30 PM (EST) us02web.zoom.us/webinar/regi…
How RIAs Can Avoid the 3 Wrecking Balls of Disruption: Volatility, Pandemic and Custodian Consolidation: @tradingfront + @ThinkAdvisor Webinar Invitation. Tuesday July 21, 2PM EST. Sign up today@
thinkadvisor.com/2020/06/19/…
#RIAs #WealthManagement #WealthAdvisors
ALT Our Webinar with ThinkAdvisor on How RIAs Can Avoid the 3 Wrecking Balls of Disruption: Volatility, Pandemic and Custodian Consolidation
New Blog Post: What's in a name? Everything when it has the name "advisor" in it. XY Planning Network has filed a lawsuit against the SEC about this issue. Also see @MichaelKitces 2019 great piece on this issue. blog.tradingfront.com/2020/0…
TradingFront Recognized as a Finalist in two categories for the 2020 WealthManagement.com "Wealthies" Industry Awards prn.to/2VvAztV
