Your Seamless Transition Starts Here
Trust Co-Pilot—Flyer’s next-generation, multi-custodial trading and rebalancing platform—to deliver the smoothest transition in the industry. With superior technology and a dedicated onboarding team, we’ll meet your tightest deadlines and ensure uninterrupted client service with zero downtime.
Join us on Tuesday, April 15 2pm ET for a live look at Flyer’s simple but powerful platform, industry-leading capabilities, and world-class service and support.
Are you ready to fly?
Get a closer look at what sets Co-Pilot apart
Multi-Custodial, Single System
Automatic Money-Market Sweep Trading with Cash Equivalents
Fractional Share Portfolio Management and Trading
Streamline and simplify your models by rebalancing and trading with fractional shares.
Thousands of Fully-Integrated Custodians and Brokers
Execute trades instantly and get expert support right when you need it.
Fully Composable Vertical Tech Stack Integration and APIs
Our powerful trading capabilities work seamlessly with your existing tech.
Household Account Dashboard for Reviewing Rebalancing Impact
Make better rebalancing decisions with a complete view of household-level impacts before you trade.
Tactical Portfolio Management Tools
Fine-tune portfolios with percentage-based trading, security swaps, position locking, and precise trade adjustments.
Tax-Smart Trading Down to the Lot
Create custom outcomes with ease for each client including custodian communication.
Customizable User Dashboards
Configure your trading workspace exactly how you want it for maximum efficiency.
01
Onboarding That Sets You Up for Success
Our dedicated team works with you to provide a seamless onboarding experience
02
Meet Your Tightest Deadlines
Flyer prioritizes conversion support to ensure client service continues uninterrupted
03
Data Migration with Zero Down Time
Our sophisticated data migration tools ensure you don’t lose critical details for models, sleeves, trade restrictions, positions, and more
Join Firms Who Switched to Flyer
“We’re going to continue growing with Flyer to deliver the best experience to our clients, create better outcomes and challenge the status quo.”
Billy Kropp
Head of Trading at UX Wealth Partners
“Flyer has been a great partner by creating a trading platform that meets our needs and allows us to add brokers and custodians as our business expands. I think at the time we made the decision, we didn’t really understand how closely we would work with the Flyer service team, and that’s actually been a pleasant surprise.”
Josh Freedman
COO, Ballast Equity Management
Our Commitment to Ongoing Innovation
To remain competitive, you need tech that stays ahead of the curve. The Flyer team is dedicated to rolling out multiple platform enhancements and trading technology improvements every year.
Ready to make the switch?
We’re extending a special offer for firms who switch to Flyer in 2025. Contact us to learn more.
