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

Co-Pilot facilitates seamless integration with custodians, portfolio accounting platforms and trading destinations to simplify and streamline even the most complex trading operations.

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.

Success Stories

Thought Leadership