Asset Class

Equities

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:

CUSTOMIZE AT SCALE

Trade and allocate equities by easing the pain points of middle and back office operations, eliminating cumbersome processes like manual file uploads

GAIN ACCESS TO LIQUIDITY

Trade with any desk and settle trades directly in clients’ custodian accounts, all on the fastest growing trading network available

CENTRALIZE TRADING

Manage orders and trade for equities, mutual funds and fixed income on a single platform

 

Features

Access sophisticated trading tools:

  • Order blocking
  • Order routing, direct to custodians and trade away to executing brokers
  • Trade capture, support for manual execution and third-party systems

Optimize middle and back office operations:

  • Allocation generation and transmission automation
  • Allocation across multiple accounts and brokers

Streamline workflows with API’s:

  • Electronic access to custodians and brokers
  • Direct connections to major custodians for both trading and post-trade processing Integrations with other platforms

See how Co-Pilot, the
comprehensive investment
platform, can help you here