Co-Pilot

Co-Pilot

FIX Flyer
Vestiio

Vestiio

Vestiio GmbH
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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

Vestiio is a portfolio tracker and AI analyst for private investors who hold stocks and ETFs across one or more brokers. Connect US and Canadian brokers read-only through Plaid, or import a statement. Vestiio shows your time-weighted return against the benchmark you choose, your dividend income, and what your funds really own: the companies you hold twice, how much your ETFs overlap, and your true sector mix. Ask the AI analyst about your own portfolio. It knows your holdings, notes and strategy and answers from live data. Pro adds Radar, news alerts about what you hold; Premium adds Scouts, questions you ask once that Vestiio checks every week. Research tools include a stock screener with the V-Score, 13F filings from well-known fund managers, and market briefings. Share a portfolio privately or join a leaderboard. Vestiio is read-only: it never trades or moves money. Data is hosted in Switzerland. Start with a Demo on sample data, no card needed. Plans from $19 a month.

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

Private investors who hold stocks and ETFs across one or more brokers and want to see their true return, what their funds really own, and research on every stock they hold

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

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$19/month
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

Vestiio GmbH
Founded: 2026
Switzerland
vestiio.com/en

Alternatives

Alternatives

No Alternatives
Solvas Portfolio

Solvas Portfolio

Alter Domus Data Solutions Inc.
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
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Claim Vestiio and update features and information