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.
The streamlined solution to your OMS and PMS legacy systems, Co-Pilot is a comprehensive portfolio trading platform with robust API capabilities that centralizes portfolio and order management in a unified multi-asset application.
In this Video, you’ll learn how technology can help unlock portfolio performance and efficiency across the trade life cycle:
Co-Pilot Functionality
- Order Management
- Portfolio Management
- Compliance
- Operations Management
- Application and Data Setup
Providing
- Assistant Support Tools
- Streamline Trade Execution
- Custodial & Broker Connectivity
