Co-Pilot

Co-Pilot

FIX Flyer
Costars

Costars

corfinancial
+
+

Related Products

  • Sharesight
    566 Ratings
    Visit Website
  • SalesTarget.ai
    50 Ratings
    Visit Website
  • Summ
    792 Ratings
    Visit Website
  • Capitalcore
    87 Ratings
    Visit Website
  • IUX
    927 Ratings
    Visit Website
  • Checksum.ai
    1 Rating
    Visit Website
  • CEX.IO
    29 Ratings
    Visit Website
  • BYDFi
    5,934 Ratings
    Visit Website
  • Vehicle Acquisition Network (VAN)
    54 Ratings
    Visit Website
  • Concord
    237 Ratings
    Visit Website

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.

About

A fully integrated investment administration platform for third party administrators (TPAs), fund supermarkets, wealth management providers, building and friendly societies, and retail banks. Costars is a multi-asset investment administration solution that automates and improves client servicing, sale-channel uptake and the adoption of new products, including fully automated ISA management. Costars also provides management functionality for tax and regulatory requirements for underlying investors. Instrument types are packaged into portfolios, whether wrapped or unwrapped and are available across varying distribution channels. Handle millions of portfolios and positions with high throughput without scalability issues. With automated and manual trade input, present and historic portfolio valuations, automated customer credit and ID checks, data and documentation audit trail, full reporting and compliance, deal validation/authorization and pricing, everything is covered.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Banks, institutions and companies seeking an investment administration platform to manage their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FIX Flyer
Founded: 2004
United States
fixflyer.com

Company Information

corfinancial
Founded: 1996
United Kingdom
www.corfinancialgroup.com/financial-software-products/costars/

Alternatives

Alternatives

Solvas Portfolio

Solvas Portfolio

Alter Domus Data Solutions Inc.
Neovest

Neovest

JPMorgan
Prospero Suite

Prospero Suite

FINARTIS

Categories

Categories

Integrations

ByAllAccounts
Experian Connect
Orion
Riskalyze
Yodlee

Integrations

ByAllAccounts
Experian Connect
Orion
Riskalyze
Yodlee
Claim Co-Pilot and update features and information
Claim Co-Pilot and update features and information
Claim Costars and update features and information
Claim Costars and update features and information