Co-Pilot

Co-Pilot

FIX Flyer
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+

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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

Point is a data-first, cloud-native Investment Data Intelligence (IDI) platform designed for wealth and asset managers, including family offices, external asset managers, private banks, and advisory firms. It aggregates and reconciles complex investment data, custodial, platform, AIFMs, direct investments, real estate, foreign exchange, and collectibles across multi-asset, multi-custody, multi-currency environments, delivering an independent Investment Book of Record (IBOR) updated daily. The system controls and secures data ingestion, employs advanced analytics and AI-driven insights, and offers detailed portfolio performance, risk, and opportunity visualizations via configurable dashboards. With open APIs and modular design, it integrates seamlessly with front-office CRMs, client portals, reporting engines, and back-office systems, enabling clean, reconciled, and shareable data across 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

Wealth and asset management firms seeking a solution to aggregate, reconcile, analyze, and share diverse investment data for enhanced decision-making and client engagement

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

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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

Point
Founded: 2017
United Kingdom
pointgroup.io/investment-data-intelligence-platform

Alternatives

Alternatives

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WealthERP

WealthERP

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Neovest

Neovest

JPMorgan
Prospero Suite

Prospero Suite

FINARTIS

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 Point and update features and information
Claim Point and update features and information