Co-Pilot

Co-Pilot

FIX Flyer
+
+

Related Products

  • Vantage
    14,866 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • SalesTarget.ai
    132 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Capitalcore
    87 Ratings
    Visit Website
  • Summ
    792 Ratings
    Visit Website
  • IUX
    930 Ratings
    Visit Website
  • CEX.IO
    29 Ratings
    Visit Website
  • Checksum.ai
    1 Rating
    Visit Website
  • BYDFi
    5,934 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

Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool. Our proprietary 4-step process aligns recommendations with investors’ risk profiles. Address suitability & know-your-product guidelines with over 20 different institutional-grade analytic metrics. Analytics is based on information from reliable third-party data providers (and even your own custom data feed) and can include mutual funds, ETFs, SMAs, stocks, segregated funds, and variable annuities. Analysis variables include timeframe, account inflows/outflows, distributions reinvestment, rebalancing thresholds, and account tax status. Build retirement plans with cash flows, asset accumulation/de-cumulation, success probability views, and more. Integrate life, critical illness, and disability insurance assessment with guided workflows.

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

Organizations in need of an all-in-one platform that increases financial advisor productivity

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

Equisoft
Founded: 1994
Canada
www.equisoft.com/products/asset-allocation-analyze-for-advisors

Alternatives

Alternatives

Solvas Portfolio

Solvas Portfolio

Alter Domus Data Solutions Inc.
SIMON

SIMON

SIMON Markets
Neovest

Neovest

JPMorgan

Categories

Categories

Integrations

ByAllAccounts
Orion
Riskalyze
Yodlee

Integrations

ByAllAccounts
Orion
Riskalyze
Yodlee
Claim Co-Pilot and update features and information
Claim Co-Pilot and update features and information
Claim Equisoft/analyze and update features and information
Claim Equisoft/analyze and update features and information