Co-Pilot

Co-Pilot

FIX Flyer
+
+

Related Products

  • Sage Intacct
    8,791 Ratings
    Visit Website
  • ND Wallet
    14 Ratings
    Visit Website
  • Nexo
    18,780 Ratings
    Visit Website
  • Maintainly
    73 Ratings
    Visit Website
  • SaaSify
    122 Ratings
    Visit Website
  • Bryt Software
    19 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Fixed Asset Pro
    215 Ratings
    Visit Website
  • EZO AssetSonar
    118 Ratings
    Visit Website
  • pCloud Business
    189 Ratings
    Visit Website

About

Altoo Wealth Platform empowers wealthy individuals, single- and multi‑family offices, trusts, foundations, private bankers, and asset managers to seamlessly consolidate and interact with all aspects of their total wealth in a simple and intuitive way. It aggregates transaction and portfolio data, bankable and non‑bankable assets, from over 500 custodians and 3,000+ non‑custody banks, plus market data and private equity/dividend info, delivering fully automated reconciliation, matching, and daily-updated performance and allocation insights. It visualizes 40+ asset types and tracks liabilities, rental income, collectibles, real estate, and private investments while allowing the attachment of documents and images to assets. Intelligent reporting features include customizable dashboards, dynamic charts, watchlists, and automated alerts on allocation drifts, balances, gains/losses, and threshold events.

About

Welcome to Co-Pilot, the next-generation, multi-asset portfolio trading platform for active wealth managers. Flyer offers a complete FIX solution with an entire suite of software, integrations, development kits and support. Co-Pilot is a comprehensive investment platform that centralizes portfolio and order management in a single multi-asset application backed by Flyer Trading Network. Co-Pilot API allows developers to rapidly create their own trading platform and connect with trading partners to create an easy and accessible experience for their users. An advanced order routing and allocation network which standardizes connectivity and workflows making it effortless to trade with your custodians and brokers. Advanced trading tools are required to optimize complex workflows inherent in managing the vast equities and mutual fund ecosystem. Overlay the potential allocation combinations and the amount of unique portfolio possibilities seems endless.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Trusted wealth advisors wanting a tool to manage their global assets, track performance, automate insights, and collaborate seamlessly on complex wealth management

Audience

Businesses and companies searching for an investment platform to manage their portfolio and order management operations

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

Altoo
Founded: 2017
Switzerland
altoo.io

Company Information

FIX Flyer
Founded: 2004
United States
fixflyer.com

Alternatives

Alternatives

Solvas Portfolio

Solvas Portfolio

Alter Domus Data Solutions Inc.
Neovest

Neovest

JPMorgan

Categories

Family Office Supported

Categories

Integrations

ByAllAccounts Not Supported
Orion Not Supported
Riskalyze Not Supported
Yodlee Not Supported

Integrations

ByAllAccounts Supported
Orion Supported
Riskalyze Supported
Yodlee Supported
Claim Altoo and update features and information
Claim Altoo and update features and information
Claim Co-Pilot and update features and information
Claim Co-Pilot and update features and information