Flyer Order Management Solution:
The Order Management System Designed to Power Growth
Why Firms Need a Better OMS
Managing orders across multiple asset classes, brokers, and custodians shouldn’t feel like a patchwork of spreadsheets, swivel-chairing between platforms, and constant reconciliation. Yet for many firms, that’s the reality:
Too many systems and programs, not enough integration
→ Creating errors and wasted hours.
Limited broker connectivity
→ Constraining best execution and client outcomes.
Manual workarounds
→ Draining advisor productivity and scaling potential.
Compliance pressure
→ Demanding stronger oversight and reporting.
Your business has grown.
Your legacy OMS hasn’t. That’s why we built Co-Pilot.
The Smarter Way to Manage Orders
Co-Pilot OMS puts you back in control of the full trade lifecycle, end-to-end:
Multi Asset Class
- Equities, Mutual Funds, ETF’s, Fixed Income, Alternatives, Internationals, Single & Multi-Leg Options
Account Structures
- Individuals & Households
- Unified Managed Accounts
- Multi-Account Groupings
UMA
- Public/Private Sleeves
- 3rd Party Mgr Access
- Sleeve Compliance
Trade Order Management
- Pre-trade controls & trade blocking
- Limits, instructions, & algorithmic trading
- Trade aways & commission calculations
- Fully Integrated FIX-electronic trading
Post Trade
- Auto allocation delivery to custodians & brokers
- Integration with Omgeo CTM/DTCC
- Adhoc & custom extracts
Trade Compliance
- Rules-based engine
- Pre-built or Custom library
- Audit trail
Post-Trade That Doesn’t Slow You Down
Seamlessly connect to custodians and allocation systems like Omgeo CTM and Lightspeed TDMS, cutting out the friction that slows down reconciliation and reporting.
Built-In Security & Oversight
Robust entitlements and access controls ensure the right people have the right permissions — and compliance teams gain peace of mind without extra layers of complexity.
Why Co-Pilot OMS?
Because Scale Demands Control.
- Reduce operational drag so advisors can focus on clients.
- Expand broker relationships without adding systems.
- Automate where it counts, without losing oversight.
- Trade confidently, knowing your infrastructure is secure, connected, and future-ready.
