Advanced trading tools are required to optimize complex workflows inherent in managing the vast equities and mutual fund ecosystem. Overlay the potential allocation combinations and the amount of unique portfolio possibilities seems endless.
As advisors scale their business, managing this vast equities ecosystem becomes an impossible task, even for the most talented advisor. Sophisticated tools are required to optimize complex workflows.
For over 10 years, Flyer has been focused on streamlining middle and back office processes refining a state-of-the-art trading platform and network that take the advisor experience to the next level.
With Co-Pilot, now advisors can:
Trade and allocate equities by easing the pain points of middle and back office operations, eliminating cumbersome processes like manual file uploads
Trade with any desk and settle trades directly in clients’ custodian accounts, all on the fastest growing trading network available
Manage orders and trade for equities, mutual funds and fixed income on a single platform
Access sophisticated trading tools:
Optimize middle and back office operations:
Streamline workflows with API’s: