Co-Pilot

Co-Pilot

FIX Flyer
+
+

Related Products

  • Vantage
    15,346 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • SalesTarget.ai
    161 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Capitalcore
    87 Ratings
    Visit Website
  • Summ
    842 Ratings
    Visit Website
  • IUX
    968 Ratings
    Visit Website
  • CEX.IO
    29 Ratings
    Visit Website
  • BYDFi
    5,933 Ratings
    Visit Website
  • Checksum.ai
    1 Rating
    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

Our stock portfolio tracker makes it easy to track the performance and analyze all of your investments in one place. EquityStat is a powerful yet easy to use investment portfolio application. It was developed by investors for investors. The old adage “necessity is the mother of invention” was the driving force behind the founding of EquityStat. We found that the existing tools necessary to track, manage and financially evaluate investments were inadequate. The portfolio management tools with brokerage firms were too cumbersome, lacked useful features and were geared toward buying and selling stocks at the brokerage. A Fortune 500 investment portfolio application was at first adequate but for some unexplained reason, useful features started disappearing. Other applications were limited to running only Windows computers which meant that the investment portfolio could only be accessed from the computer running the portfolio management software.

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

Platforms Supported

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

Audience

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

Audience

Investors who need a stock portfolio tracker solution to track the performance and analyze all of their investments in one place

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not 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 Not Supported
In Person Supported

Training

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

Company Information

FIX Flyer
Founded: 2004
United States
fixflyer.com

Company Information

EquityStat
Founded: 2014
United States
www.equitystat.com/portmgr/pages/home.aspx

Alternatives

Alternatives

Solvas Portfolio

Solvas Portfolio

Alter Domus Data Solutions Inc.
Dion Portfolio Tracker

Dion Portfolio Tracker

Dion Global Solutions
Neovest

Neovest

JPMorgan

Categories

Categories

Integrations

ByAllAccounts Supported
Orion Supported
Riskalyze Supported
Yodlee Supported

Integrations

ByAllAccounts Not Supported
Orion Not Supported
Riskalyze Not Supported
Yodlee Not Supported
Claim Co-Pilot and update features and information
Claim Co-Pilot and update features and information
Claim EquityStat and update features and information
Claim EquityStat and update features and information