Portfolio and Trade Management for Modern Wealth Firms
The unified PMS, OMS & Connectivity platform
designed for wealth and asset managers who refuse to compromise.
You’ve scaled your business — but your tech hasn’t kept up.
Ready for a change that actually supports growth?
With Flyer, you’re always in control – today, tomorrow and beyond.
How Flyer Eliminates the Pain
- Direct connectivity to 100’s of custodians and brokers through the Flyer Trading Network (FTN)
- Cloud-native PMS/OMS that simplifies operations while keeping compliance and tech teams fully in control.
- Workflow automation across custodians, accounts, and asset types - including crypto and alternatives
- Embedded AI and intelligent exception handling - so your team focuses only on what matters
What Our Clients Say
Director of Operations, Multi-Strategy Asset Manager
Head of Ops, $10B RIA
CIO, Independent Broker-Dealer
Tailored for Your Business Model
Whether you are an RIA, IBD or Asset Manager,
Flyer eliminates the operational headaches that slow you down.
I’m an Asset Manager
Best in class OMS with real-time IBOR. Institutional Execution. Smarter Distribution.
Meet Co-Pilot: Your New Trading Nerve Center
Co-Pilot, a cloud-based portfolio management and unified trading platform
for front, middle and back office teams.
Stop swivel-chairing between platforms and custodians.
Rebalance, run multi-custodian portfolio trades and execute all from a unified intelligent command center.
Take back your time
Automate the manual drags: order entry, trade away processing, allocations — time management made easy by leverage Flyer’s suite of solutions.
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.
Our Reputation With Leading Fintech Firms Is Unmatched
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.
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