Audience

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

About Co-Pilot

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.

Integrations

API:
Yes, Co-Pilot offers API access

Ratings/Reviews

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Company Information

FIX Flyer
Founded: 2004
United States
fixflyer.com

Videos and Screen Captures

Co-Pilot Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Co-Pilot Frequently Asked Questions

Q: What kinds of users and organization types does Co-Pilot work with?
Q: What languages does Co-Pilot support in their product?
Q: What kind of support options does Co-Pilot offer?
Q: What other applications or services does Co-Pilot integrate with?
Q: Does Co-Pilot have an API?
Q: What type of training does Co-Pilot provide?

Co-Pilot Product Features

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management