ASSET MANAGERS
Manage client accounts across sponsors and custodians with greater sophistication and ease.
THE PROBLEM
Managing your investment strategies at multiple custodians or plan sponsor programs is time consuming and error prone. Block trading for best execution, trading-away and sending email allocations require hours of manual work and reconciliation.
THE SOLUTION
With Co-Pilot and Flyer Trading Network, Flyer centralizes and automates the portfolio trading process across 100+ plan sponsors, executing brokers, and custodians so you can focus on adding accounts without adding operational burden.
IMPROVE
PRICING
Block 1000’s of orders on-demand to get equal pricing for clients.
FLEXIBLE GROWTH STRATEGIES
Offer different business models (insourced vs outsourced)
DIVERSIFY PRODUCT OFFERINGS
Provide broader financial products – Models, SMA, UMA.
