Expand Your Global Reach and Control: Introducing Co-Pilot Version 8.5.0
This release introduces comprehensive multi-currency capabilities alongside institutional-grade user entitlements, transforming Co-Pilot into a truly global portfolio management ecosystem while safeguarding your firm against unintended trading risk.
Elevate Your Firm’s Capacity: Introducing Co-Pilot Version 8.4.0
The success of a modern wealth management firm depends on two critical factors: the ability to scale client relationships and the unwavering accuracy of trade execution. The true value of an advisor lies in strategic oversight and client engagement. This release is designed to position the Advisor as the COO of their operation—empowering them to […]
