Manage client accounts across sponsors and custodians with greater sophistication and ease.
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.
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.
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 — all being very error prone.
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.
Block 1000’s of orders on-demand to get equal pricing for clients.
Offer different business models (insourced vs outsourced)
Provide broader financial products – Models, SMA, UMA.
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