The fastest growing multi-asset portfolio trading platform for wealth & asset managers.
Manage your multi-asset (equities, mutual funds, options, futures) end-to-end trade order management lifecycle including order upload (numerous formats accepted), order blocking, manual order entry, dynamic order routing, inclusion of execution instructions, algorithmic trading and more. Co-Pilot supports all major order types, connectivity to over 100 executing brokers and destinations (and growing), transmission of commission and fee information, and numerous order handling options.
Centralize your order generation and position management with Co-Pilot’s rebalancer, security specific trading functions, compliance evaluation, full model management and a robust position management system. Synchronized daily with your custodians of choice, and updated in real time throughout the trading day with trades and cash balance changes, Co-Pilot enables full portfolio management to support any of your trading requirements.
Full suite of APIs exposing full trade generation and order processing and execution capabilities utilizing the workflow and controlling end user experience as you see fit. Whether you leverage only a small subset of OMS or portfolio management capabilities, or you build an entire trading front end, Co-Pilot APIs can be leveraged to fulfill your custom or proprietary workflow, logic and user presentation.
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