Wealth Management Runs on Flyer
Flyer is the connected trading platform for RIAs, broker-dealers, asset managers, and wealthtech firms that need multi-custodial trading in one operating environment— from FIX order routing, portfolio management, order management, compliance, tax-aware workflows, and multi-custodian support.
Agent-agnostic. Custodian-agnostic. Execution-grade.
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Growth exposes the cracks in your tech stack.
As custodians multiply, advisors seek more flexibility, and compliance needs more control, siloed systems begin stalling growth.
Flyer replaces the swivel-chair workflow with a single operating system for every account, every custodian, and every trade.
Why Flyer?
See the Entire Household
Before You Trade
For clients who own assets across multiple custodians, multiple account registrations, and multiple strategies, most platforms only show pieces of the picture. Flyer creates a unified operating environment where household-level decisions can be made with full visibility, helping advisors avoid blind spots that create tax, compliance, and execution issues.
Discover Wash Sales Before
the Damage is Done
Most firms only identify wash sale issues after execution. Flyer evaluates household relationships, custodians, sleeves, and accounts before trades occur, helping firms catch conflicts before they become client-facing problems.
Integrated Fixed Income Trading without Building New Workflows
As allocations to fixed income increase, many firms are managing bonds through spreadsheets, emails, and disconnected trading desks. Flyer brings fixed income into the same environment used for equities and mutual funds, creating a single source of truth for advisors, portfolio managers and centralized trading desks.
Trade Across Custodians Like
They’re One Platform
When firms grow faster than their technology, new custodians often introduce new operational complexity. Flyer gives trading teams a centralized environment that supports multi-custodian execution without requiring users to switch back and forth between systems.
Give Advisors More
Flexibility without Giving Up Control
Broker-dealers often struggle to balance advisor autonomy with centralized oversight. Flyer supports both centralized trading desks and Rep-as-PM models within the same infrastructure, allowing firms to scale without forcing every advisor into the same workflow.
Modernize Your Approach without Ripping Out Your Tech Stack
Many firms continue to struggle with friction-filled operations because they think modernization means replacing the systems their teams rely on. Flyer's flexible API functionality allows firms to preserve existing workflows while connecting trading, portfolio management, execution, and operational data into their own data lake. Internal data teams can access the information they need to power proprietary insights, reporting, and custom workflows, while Flyer provides the execution infrastructure underneath.
Powered by Flyer Trading Network, APIs, Co-Pilot OMS and CertiFlyer infrastructure.
Why Firms Run on Flyer
Top 100 RIAs
accounts
daily trades
traded
Guide AI from Insight to Execution
AI can identify opportunities, but wealth firms still need trusted infrastructure to turn those opportunities into compliant, executable action. Flyer provides the trading-native layer AI agents need before and during the trade: data context, scenario testing, compliance checks, order creation, execution, allocation, and auditability across custodians. Whether the agent sits inside your CRM, planning tool, portfolio intelligence platform, or proprietary system, Flyer turns reasoning into reviewed, approved, and provable trades.
Make Decisions Using Today’s Data
Many investment teams still operate using overnight snapshots. Flyer's real-time IBOR continuously updates positions, cash, and activity throughout the day, helping firms make portfolio decisions with current information rather than stale records.
Scale Tax Alpha
Even though firms understand the benefits of tax-loss harvesting, many struggle to execute it consistently across households, custodians, and advisors. Flyer provides the infrastructure layer needed to operationalize tax management across the enterprise.
Manage Complexity Instead of Increasing It
As firms expand into UMAs, direct indexing, and sleeve-based strategies, operational complexity increases. Flyer allows investment teams to manage sleeves, household relationships, and overlays from a unified platform instead of stitching together disconnected workflows.
Empower SMA Manager Trading Without Losing Household Context
Traditionally, SMA managers operate independently of the broader household. Flyer allows sleeve managers to work within the same operational environment while maintaining household-level visibility and tax awareness.
Put Idle Cash to Work Automatically
While most firms have historically used manual processes to manage cash balances, Flyer automates cash sweep alternatives to help advisors maintain target allocations while reducing operational workload and missed opportunities.
Infrastructure is the Future of Portfolio Trading
Growth creates complexity, and complexity exposes operational gaps. Flyer was built for firms that need more than a rebalancer or trading tool. It provides the infrastructure layer connecting portfolio management, trading, compliance, tax optimization, and execution.
Ready to Run on Flyer?
See how portfolio trading infrastructure changes what your firm can do in a single day.
Frequently Asked Questions
What is portfolio trading infrastructure?
Portfolio trading infrastructure connects portfolio management, order management, execution, allocation, compliance, tax-aware workflows, and multi-custodian connectivity in one operating environment.
How does Flyer help firms modernize without replacing their tech stack?
Flyer’s APIs allow firms to preserve existing systems while connecting trading, portfolio, execution, and operational data into their own workflows and data environments.
How does Flyer support AI-enabled wealth management?
Flyer provides the trading-native infrastructure layer that helps AI workflows move from analysis and scenario testing into compliant, reviewed, executed, and auditable trades.
Who is Flyer built for?
Flyer is built for enterprise RIAs, broker-dealers, asset managers, TAMPs, and wealthtech firms managing complex portfolio trading, multi-custodian execution, and operational scale.
