Inside the report: The RIA industry has been experiencing record-breaking growth.
“Independent RIAs actually have more choice and flexibility for their clients due to their open architecture and ability to access high quality fixed income solutions from the many new, innovative platforms now available in the rapidly growing Independent space.” – Matt Sonnen, Founder & CEO of PFI Advisors
This report is the seventh in PFI’s continuing educational series, which profiles lending solutions and the recent spike in alternative investments available to the RIA community.
CBXmarket empowers independent advisors to trade and access bonds in a scalable manner. Our OASIS platform allows advisors to validate quotes with real-time pricing, historical performance charts and price discovery tools. Straight-through processing eliminates operational friction.
Find out more about how CBXmarket can enable you to navigate fixed income headwinds by leveraging our best-in-class portfolio management software solution.
“Given our deep bench of industry expertise, we have an intimate understanding of the issues with legacy technology platforms. Our team of cloud-based technology experts have developed a solution to address the most acute pain points of fixed income investors, while considering the importance of the user experience and maintaining a thoughtful implementation process.” John Mizzi, VP of Strategy & Operations for CBXmarket.