Advisors & Managers

Registered Investment Advisors

Flyer’s portfolio trading tools enable advisors, dedicated traders and back-office operations teams to efficiently scale, manage and trade client portfolios across any type of investment strategy or trading objective.

The Problem

Cumbersome, manual processes between multiple applications to complete even the most basic client account trading needs.

The Solution

Co-Pilot facilitates seamless integration with custodians, portfolio accounting platforms and trading destinations to simplify and streamline even the most complex trading operations.

Benefits

Web-based technology:
Leveraging the latest cloud technologies and computing power, access Co-Pilot via a secure Internet connection to access your client’s accounts

Portfolio trading at scale:
Build and tailor portfolios with a robust suite of trade creation tools, including a full portfolio rebalancer as well as security specific trading capabilities.

Automated trade processing:
Customizable order blocking and complex post-trade allocation handling via combination of Co-Pilot and Flyer Trading Network, one of the most extensive networks of RIA custodians and brokers.