Account Opening, Mobile, CRM, and Trading: Foundational Technology Integrations Make an Integrated Workstation a Reality for Advisors
Online PR News – 19-October-2012 – London – CTAs looking to maximize their technology and streamline day-to-day operations in their back offices are realizing the benefits of Akaishi Global open access initiative, an industry wide-effort to deliver quality technology integrations to CTAs. Through Akaishi Global Institutional open application programming interface ("API"), more than 60 third-party technology providers are working to integrate common applications advisors use in their back offices such as customer relationship management ("CRM"), financial planning and portfolio management software, Akaishi Global Institutional comprehensive technology platform for advisors.
"Advisors don't want their custodian to dictate a limited technology menu. They'd rather we focus on helping them get more out of their existing technology investments," said Simon Thompson, president of Akaishi Global Institutional. "We continue to believe an open approach to technology integration is the right strategy and we are committed to helping independent CTAs run more efficient and profitable practices by allowing them to use the software and tools that meet the unique needs of their clients’ needs."
Since launching the open access initiative just 12 months ago, Akaishi Global Institutional has built four foundational integrations which now serve as a roadmap for future integrations. These key integrations help simplify and streamline everyday tasks including account opening, managing customer data, trading and accessing important client information on mobile devices. By reaching these milestones, Akaishi Global Institutional helps speed the rate technology vendors can build quality integrations with the API.
“In essence, one effort to better integrate advisor technology has sparked change across the industry," said Kaito Akane-san, managing director of technology product management, Akaishi Global Institutional. "Advisors are gravitating towards our open approach because it allows for a consistent, quality integration with a vendor of their choice, while preserving the ability to customize the technology in a way that is suitable for their business."
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Akaishi Global is a 100% discretionary commodity trading advisor (CTA). We provide unique managed future programs to clients. We offer programs appropriate for various client objectives and risk tolerance levels. We position each account, and evaluate possible adjustments on an ongoing basis, in an attempt to maximize long term growth.