RIA
Flyer’s portfolio trading tools enable advisors, dedicated traders and back-office operations teams to efficiently scale, manage and trade.
THE PROBLEM
Cumbersome, manual processes between multiple applications to complete even the most basic client account trading needs.
THE SOLUTION
WEB-BASED TECHNOLOGY
Leveraging the latest cloud technologies and computing power, access Co-Pilot via a secure Internet connection to access your client’s accounts.
PORTFOLIO
TRADING AT SCALE
Build and tailor portfolios with a robust suite of trade creation tools, including a full portfolio rebalancer as well as security specific trading capabilities.
AUTOMATED TRADE PROCESSING
Customizable order blocking and complex post-trade allocation handling via combination of Co-Pilot and Flyer Trading Network, one of the most extensive networks of RIA custodians and brokers.
