The fastest growing multi-asset portfolio trading platform for wealth and asset managers.


  • Order Management

Co-Pilot Order

Manage your multi-asset (equities, mutual funds, options, futures) end-to-end trade order management lifecycle including order upload, order blocking, manual order entry, dynamic order routing, inclusion of execution instructions, algorithmic trading and more.

Co-Pilot supports all major order types, connectivity to over 100 executing brokers and destinations, transmission of commission and fee information, and numerous order handling options.

Trade With Confidence

Trade with a comprehensive multi asset class user interface in the cloud, but also perform the functions via API’s as well, where you are in complete control of your trade life cycle including order management, execution, and allocation.

Post Trade Connectivity

Comprehensive connectivity to custodians and third party allocation systems (e.g., Omgeo CTM, Lightspeed TDMS, etc…)


Robust access control and entitlements to ensure proper levels of access to the full range of trading features.

Co-Pilot Portfolio

Centralize your order generation and position management with Co-Pilot’s rebalancer, security specific trading functions, compliance evaluation, full model management and a robust position management system. Synchronized daily with your custodians of choice, and updated in real time throughout the trading day with trades and cash balance changes, Co-Pilot enables full portfolio management to support any of your trading requirements.

Multi Strategy Support & Model Mgmt.

Robust sleeve management toolset to enable multiple model and non-model based investment strategies to co-exist in a single custodial account.


Robust portfolio construction allowing single, multiple account, and sleeve model rebalancing, percentage of MV trading, security swap, invest or withdraw cash with tax lot sensitivity.

Integrated Compliance

Monitor portfolios and trading activity against a robust compliance ruleset with pre and post-trade warn or prevent capabilities for concentration limits, position restrictions or trading restrictions.

Co-Pilot API

Full suite of APIs exposing full trade generation and order processing and execution capabilities utilizing the workflow and controlling end user experience as you see fit. Whether you leverage only a small subset of OMS or portfolio management capabilities, or you build an entire trading front end, Co-Pilot APIs can be leveraged to fulfill your custom or proprietary workflow, logic and user presentation.

Build Your Own User Experience

Build out specific components or build a comprehensive trading application leveraging Co-Pilot’s restful API toolset.

Speed to Market

Standardized and flexible functions with an end to end testing sandbox to rapidly implement and scale your trading and portfolio management capabilities.

On Demand Intraday Valuation

Leverage the Co-Pilot position API to utilize the Co-Pilot Investment Book of Record (IBOR). Positions are updated for every trade placed on the platform providing real time position quantities and valuation throughout the trading day.

Our Customers
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Morning Star

Our Customers
Speak for Themselves

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