ASSET MANAGERS

Manage client accounts across sponsors and custodians with greater sophistication and ease.

THE PROBLEM

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.

THE SOLUTION

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.

IMPROVE
PRICING

Block 1000’s of orders on-demand to get equal pricing for clients.

FLEXIBLE GROWTH STRATEGIES

Offer different business models (insourced vs outsourced)

DIVERSIFY PRODUCT OFFERINGS

Provide broader financial products – Models, SMA, UMA.

Success Stories

Thought Leadership