POWERING THE MODERN
INVESTMENT MANAGER
Co-Pilot, a cloud-based portfolio management and trading platform for front, middle and back office teams
Our Reputation With Leading Fintech Firms Is Unmatched
Our Solutions
CO-PILOT
TRADING
Co-Pilot is a comprehensive portfolio trading platform with robust API capabilities that centralizes portfolio and order management in a unified multi-asset application.
FLYER TRADING
NETWORK
Connect and trade with major custodians, brokers and program sponsors across multiple asset classes through a single connected platform via our UI or programmatically via API’s.
FIX
SOFTWARE
A complete trading solution with a suite of software, integrations, development kits and full service support to dramatically elevate your enterprise trading efficiency and capabilities.
Featured Insights
The Multi-Currency Checklist: 4 Questions Your OMS Must Answer Before Trading Globally
Multi-Currency Trading & Securities Support
Why Fixed Income Is Still the Hardest Asset Class for Enterprise RIAs and IBDs to Scale
It’s a Multi-Custodial World: Here’s How To Trade Fixed Income In It
The Unified Fixed Income Trading Platform
Your Platform Looks Unified. Your Broker Dealer Reps Know Better.
Why Enterprise Wealth Management Technology Still Isn’t Unified
Unified Managed Accounts — Built for the Way Portfolios Actually Work Now
Centralized Trading Desk for Wealth Firms | Scale Without Headcount
Learn How Co-Pilot Can Work For You
Watch this short video to see how Co-Pilot streamlines the most time-consuming parts of your portfolio management and trading processes.
