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AltsEdge Broker-Dealer Series: The Long and Winding Road to Straight Through Processing

The IPA hosted an exclusive conversation on straight through processing, its potential advantages and current headwinds. Moderator Kevin McCormack-Lane (LPL Financial) and panelists Zane Doyle (Phoenix American), Brad West (FS Investments) and Bill Robbins (WealthForge) covered a range of topics, including:

  • The opportunity presented by straight through processing, which is still largely in its infancy
  • The role of data in straight through processing, and how data should serve to connect the industry
  • Cost-benefit ratio of straight through processing
  • Reducing error and time associated with current manual processing efforts
  • Legislative hurdles and other headwinds to implementing straight through processing



Feb 21 2019