We are pleased to share that our COO, Executive Director of Sales and Trading David Choate, and Director of Institutional Sales Christopher Hurley were featured in the latest episode of At the Forefront: Fintech Conversations!

Sitting down with Forefront’s Michael Kingsley, David and Chris begin their discussion with an overview of CAPIS’ unique outsourced trading solution, which presents particularly powerful benefits for registered investment advisors (RIAs).

David and Chris go on to explain how CAPIS’ outsourced trading offering caters to RIAs’ individual needs and unpack the factors that go into developing a trading strategy. They also discuss barriers to efficient trading that tend to be especially pronounced for RIAs, such as outdated technology and offshore overnight trading. David and Chris also note how CAPIS prioritizes establishing trust with its clients, particularly when dealing with firms that may hesitate to seemingly relinquish control over their trading.

Lastly, David and Chris convey a clear vision when speaking about what’s next for CAPIS. As outsourced trading continues to evolve, the firm will keep building out products that cater specifically to client needs (especially in commission management), further expand its trading functions and remain on the lookout for the best venues for execution. Above all, CAPIS plans to keep its finger on the pulse of the markets and be there to assist customers along the way.

Check it out!