Infrastructure brilliant investment decisions run on.
The connected trading platform + unified PMS & OMS. Finally, complexity behaves.
Wealth management runs on Flyer
Every firm, workflow and trading rail connects through us.
Every day, AI generates thousands of investment opportunities.
Flyer is the infrastructure that turns those ideas into governed execution—routing orders, enforcing compliance, optimizing workflows, and creating a complete audit trail across the modern wealth management ecosystem.
The agent era.
This is where data earns trust, agents do the reasoning, and trades speak for themselves.
The same execution rails wealth firms run on today — now exposed to whichever AI agent your platform, your firm, or your customers deploy.
reasons over portfolios, compliance, drift
control plane + data plane, audit-grade
execution across every destination
The Infrastructure Layer Behind What's Next
The industry’s leading firms are building AI-native wealth management experiences. Flyer is building the governing layer that turns intelligence into outcomes.
“Flyer provides trading tools, connectivity, and infrastructure for wealth management and equity markets, and has become the gold standard for integrated management softwares.”
– Michael Kitces
How Flyer Eliminates the Pain
You’ve scaled your business — and now your tech is ready for the agent era. The same execution rails powering thousands of trading desks today are the substrate AI agents will call tomorrow.
Agent-Ready Substrate
FlyerMCP + FlyerAPI expose execution to AI agents — with provenance, policy gates, and FIX-grade audit trails.
Automation
Workflow automation across custodians, accounts, and asset types — including derivatives, fixed income and alternatives.
Implementation
Cloud-native PMS/OMS that simplifies operations while keeping compliance and tech teams fully in control.
Connectivity
Direct connectivity to hundreds of custodians and brokers through the Flyer Trading Network (FTN).
Tailored for Your Business Model
Whether you’re an RIA, IBD, asset manager, or platform partner,
Flyer eliminates the operational headaches that slow you down — and gives you the rails for what’s next.
I’m an Asset Mgr
Best-in-class OMS with real-time IBOR. Institutional Execution. Smarter Distribution.
I'm a Platform / Tech Partner
Best-in-class OMS with real-time IBOR. Institutional Execution. Smarter Distribution.
Meet Co-Pilot
Your trading nerve center — now AI-enabled.
A cloud-based portfolio management and unified trading platform for front, middle, and back office teams. With Co-Pilot AI built in.
Stop swivel-chairing.
Rebalance, run multi-custodian portfolio trades, and execute from one intelligent command center.
Take back your time.
Automate the manual drags: order entry, trade-away processing, allocations. AI narrative explains every recommendation.
Grow without the growing pains
Whether you’re a three-person team, a $20B+ RIA firm or a national broker dealer, Co-Pilot expands with you — no replatforming required.
Ready to Scale Up?
Empower your advisors. Modernize your desk. Drive your AUM. Let Flyer take the friction out of your operations — and help you focus on growth.
