Quarterly Advisor Roundtable

This webinar features four advisors who discuss why they chose the IBKR platform and how they use it to build competitive advantage, efficiently manage their business, and serve their clients at a lower cost.

Clark Kastner from Weatherhelm Capital Management discusses how he uses the Option Strategy Lab to help create and analyze option strategies based on price or volatility predictions and compare potential outcomes.

Clinton Dodson from Fort Street Asset Management explores how the Risk Navigator Tool helps him manage and assess market risk across multiple asset classes.

Parker Evans from Successful Portfolios explains how he uses IBKR's robust reporting tools to generate standard and custom reports, set up automatic statement delivery, and utilize flex queries for detailed analysis.

Darin Tuttle from Tuttle Ventures LLC presents an overview of the many kinds of research available on the Interactive Brokers platform and explains their importance to his intraday operations.

Unlike a 'talking heads' presentation, each roundtable is a practical deep dive led by professional advisors like you and is structured to provide you with specific ideas how IBKR’s tools can help you right away.

Past Webinars

AIRED ON

APR

2024

Using IBKR’s Advisor Tools to Grow Your Business

This webinar features four advisors that will speak on multiple topics of ways that Interactive Brokers has assisted their advisory firm be successful at Interactive Brokers. Focusing on an international approach, topics include opening accounts, growing their business, and PortfolioAnalyst.

Marc DeCuffa from Proxy Wealth presents on opening accounts for both domestic and international clients.

Noland Langford from Left Brain Wealth Management presents on PortfolioAnalyst. Interactive Brokers' PortfolioAnalyst is a real-time reporting tool within Client Portal, which allows investors to analyze portfolio performance, concentration, and risk measures over a specified time period.

Ann Marie Regal, CEO of Avrio Wealth presents on growing an international advisory firm.

Harry Figgie from Greenwich Wealth Management presents on the Scale Trader Tool and Accumulate/Distribute Algorithms. The ScaleTrader algorithm allows users to design orders to buy at increasingly lower prices and sell at increasingly higher ones while simultaneously masking their footprint from the market. The Accumulate/Distribute algorithm is useful for buying or selling large quantities of stocks, options, futures, or forex orders over time using smaller random size increments that may help minimize market impact.

AIRED ON

JAN

2024

Innovative Advisor Tools at Interactive Brokers

This webinar features four advisors that will speak on multiple topics of ways that Interactive Brokers has assisted their advisory firm be successful at Interactive Brokers. Topics include the Allocation Order Tool, Model Portfolio Tool, Bond Search Tool, and Technology Integration with IBKR.

Harry Figgie from Greenwich Wealth Management presents on the Allocation Order Tool. The Trader Workstation Allocation Order Tool allows an advisor to quickly and accurately allocate a single trade in stocks, options, futures, or future options into their clients’ accounts.

Cullen Breen from Dutch Asset Corporation presents on the Model Portfolio Tool. Models provide an efficient process for managing multiple trading strategies for an advisor's clients without requiring them to open multiple accounts.

Rick Senatore from Stonewall Capital Management presents on the Bond Search Tool in TWS. The external Bond Search tool is an advanced query tool that allows you to search for bonds using specific filter criteria.

Mauricio Armando from BCP Advisors presents on Technology Integration with IBKR. Integrate your IBKR data with third-party portfolio management, order management, post-trade allocation and compliance software.

Visit our Registered Investment Advisor webpage to learn more about the benefits of being an advisor on the IBKR platform. View Our Offering

For questions about the webinar and to participate in a future event, please contact advisorroundtable@interactivebrokers.com.