Co-Pilot

Co-Pilot

FIX Flyer
Wylth

Wylth

A3 Tech (India)
+
+

Related Products

  • Vantage
    15,963 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Capitalcore
    90 Ratings
    Visit Website
  • Summ
    878 Ratings
    Visit Website
  • IUX
    968 Ratings
    Visit Website
  • CEX.IO
    29 Ratings
    Visit Website
  • BYDFi
    5,933 Ratings
    Visit Website
  • Chainstack
    34 Ratings
    Visit Website
  • Checksum.ai
    2 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

Wylth is a mutual fund software platform for mutual fund distributors (MFDs) in India. It combines a configurable dashboard, CRM with Excel-style filters, a multi-client transaction cart for mutual-fund purchases, switches and redemptions, an Investor App, Research 360 (MF Screener, Market Signals, MF Compare and Baskets), Wylth AI, Client Pulse churn alerts, brokerage and net-sales reports, scheduling and client-engagement tools. Distributors can import external national-distributor holdings and manage client records, transactions and reporting in one place. The multi-asset platform also includes fixed deposits, pre-IPO investments, insurance and loans, with portfolio reporting, BSE StAR MF, NSE MF and MFU integrations, and white-label customer portals and mobile apps.

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

Audience

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

Audience

Mutual fund distributors (MFDs), wealth managers, RMs, and investors.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support 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

₹10,000/month
Plans start at ₹10,000 per month.
Free Version Not Supported
Free Trial 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 Supported
Live Online Supported
In Person Supported

Company Information

FIX Flyer
Founded: 2004
United States
fixflyer.com

Company Information

A3 Tech (India)
Founded: 2019
India
www.wylth.com

Alternatives

Alternatives

GoDigital

GoDigital

Optimum Financial Solutions
Solvas Portfolio

Solvas Portfolio

Alter Domus Data Solutions Inc.
Co-Pilot

Co-Pilot

FIX Flyer
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software
Neovest

Neovest

JPMorgan
OneTick

OneTick

OneMarketData

Categories

Categories

Wealth Management Supported

Integrations

ByAllAccounts Supported
Orion Supported
Riskalyze Supported
WhatsApp Not Supported
Yodlee Supported
Zoom Not Supported

Integrations

ByAllAccounts Not Supported
Orion Not Supported
Riskalyze Not Supported
WhatsApp Supported
Yodlee Not Supported
Zoom Supported
Claim Co-Pilot and update features and information
Claim Co-Pilot and update features and information
Claim Wylth and update features and information
Claim Wylth and update features and information