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CO-PILOT (May Release 7.6)
- Choose your own Market Data Provider
- Port Mgmt by Asset Class, SecType & Sector
- Order Management Bond Calc
- Household Compliance
- Asset allocation tactical trading to model
CO-PILOT (July Release 7.7)
- Household Rebal & Trade Updates
- Wash Sale Guardrails
- T+1 Reporting Updates
- International Trading in OMS
- Add Notes & Instructions to Accounts & Households
- Evaluate Securities in Port Mgmt
- Cash Equivalents in Portfolio Management
- Reporting APIs
- Portfolio Views & Layouts
- DTCC 2-way confirm/affirm
CO-PILOT (September Release 7.8)
- Trade Capture Updates
- Saved Workspaces
- Set Limit Prices in Bulk
- Optional Roll Functions
- Cosmetic Overhaul of Portfolio Worksheet
- User Dashboards
- Custom Sec Master for OMS
- Tax Loss Harvesting Implementation
- Round to Lot by Security Type
CO-PILOT (November Release 7.9)
- CRM Integration API
- Better Entitlements
- Household Tax Lot Management
- Cash Equivalents & Sweep Vehicles
- Round to Lot by Security Type
- Set Limit Prices in Bulk
- Account Trades Summary & Alloc View
- Enhanced Start of Day
- New Market Data Providers
- BlackDiamond Integration
- Commission Scheduler
- Tax Lot Harvesting ViewÂ
FLYER TRADING NETWORK (FTN)
- $9.9B Equities Shared Traded
- 2.6M Managed Investor Accounts
- 1.6M Average Daily Trades
- Increased Start of Day Automation
- 300 new connections since April
- 10 new buy-side allocation clients
- Risk Checks for Brokers
- 42% of the top 100 RIA’s
- DTCC 2-way confirm/Affirm
- 9 new brokers added
- 5 of the top 10 TAMPs use Flyer
CERTIFLYER
- Added 100 test cases on allocation workflows
- Added 10 new broker destinations and tech providers for simulations
- Broker Monitoring Partner Testing Progress
- Allow Brokers to Manage Test Cases
- Enhanced performance testing for large order flow & instructions
- 5 Strategic clients added
