Co-Pilot is a comprehensive investment platform that centralizes portfolio and order management in a single multi-asset application backed by Flyer Trading Network
Co-Pilot gives you clarity and control of your portfolios and models purposely built for wealth managers.
Centralize your portfolio modeling, rebalancing, compliance and trading to give you the power to make strategic investment decisions.
Build and manage complex asset allocation and portfolio strategies with a robust and powerful portfolio modeling tools
Manage orders for equities, MFs, options, futures and fixed income from generation to post-trade allocations
Implement complex compliance rules at pre-trade, post-trade and end of day
Co-Pilot API allows developers to rapidly create their own trading platform and connect with trading partners to create an easy and accessible experience for their users
Quickly incorporate robo trading in your platform by simplifying trading to a singe click
Apply your own user experience by embedding trading into your application
Effectively outsource the complexity of trading and re-focus on your business
Intutitive Restful API to support SaaS-based platforms
Includes access to Co-Pilot's trading and post-trade processing capabilities and features
Robust authentication and security ensuring proper access and audit tracking
An advanced order routing and allocation network which standardizes connectivity and workflows making it effortless to trade with your custodians and brokers
The Flyer Trading Network unifies trading workflows into a single interface. Connect with any custodian and broker on the network with a basic configuration. An extensive and secure API eliminates the need for additional infrastructure, software and specialized resources. FTN extends your reach and capability while eliminating the hassle of integration.
Supports all major asset classes with pre-trade, trade and post-trade workflows
Scale your needs with a robust platform and a single API
All major RIA custodians and broker dealers on the network
With Orion's integration, advisors can send equity and ETF trades in real-time to their custodians and mutual fund to select custodians
Eliminate all manual work as part of the trading process. Advisor no longer has to manually manipulate trade files or generate custom post-trade files for trade allocation processing. Advisors send both orders and allocations directly to the custodian via the Orion integration to the Flyer Trading Network.
“Together with Flyer, we’re making it easier for advisors to trade by providing equity and mutual fund electronic access to custodians and brokers using the FTN API. Flyer simply takes care of the rest for us.”
Trent Mumma, Chief Strategy Officer, Orion Advisor Tech
Morningstar TRX now has real-time, single-click trade order management and routing with Flyer
Flyer’s integration with Morningstar Total Rebalance Expert (TRX) will make it easier for advisors to seamlessly route and manage orders across their brokers, eliminating time-consuming manual processes and giving them the freedom to get more done.
“Integrating Flyer’s trade and connectivity platform to TRX saves time, eliminates manual processing, reduces errors, and provides advisors with a real-time view on trade flow with custodians and brokers. It gives them a chance to focus on what’s really important—helping clients reach their goals.”
Rahul Ravikrishnan, Senior Product Manager,
Envestnet | Tamarac bundles Co-Pilot OMS for equitiies and mutual fund trading, including access to broker trading algorithms and routing orders
With Co-Pilot’s capabilities integrated into Tamarac’s comprehensive platform, Tamarac clients benefit from increased efficiencies and streamlined operations for managing accounts and trading on behalf of their clients. Co-Pilot enables trading with multiple custodians and brokers through a centralized OMS and the Flyer Trading Network, an advanced, multi-asset trade and allocation network. Advisors have enhanced order blocking and trade away capabilities, direct access to broker algorithms and fully integrated post-trade processing with an agile allocation engine.
“We are excited for this partnership with Flyer to offer advanced trading solutions to RIAs looking to improve their processes and better serve their clients. By partnering with the best tech solution companies in the wealth management industry, we are creating opportunities for RIAs to take advantage of our suite of technology solutions, with our open API structure, that best fits their business needs.”
Andina Anderson, Executive Managing Director, Envestnet | Tamarac.
InvestEdge partners Flyer to add trade management and order routing gaining efficiency in rebalancing and trading for clients
InvestEdge wanted to add trade management and order routing capabilities to its portfolio management system. They chose the Flyer Trading Network and Flyer’s Co-Pilot OMS to automate away all manual steps in rebalancing and trading for their clients.
“This exciting addition to our offering will streamline trading execution and post-trade processing across multiple custodians and brokers, helping wealth management firms manage trading costs and providing advisors newfound efficiency by eliminating tedious manual process. As advisors continue to seek a seamless user experience, we are pleased to offer our clients superior features and service through this integration.”
Chris Ollendike, Executive Vice President, Business Development for InvestEdge