For RIAs
Power advisor growth. Simplify investment processes. Expand with Confidence.
Your Challenges, Solved
Growth Shouldn’t Add Friction- But for Most RIAs, It Does.
As RIAs grow through acquisitions and platform expansion, legacy systems become a constraint – not a foundation:
Flyer helps you replace these roadblocks with automation, visibility, and infrastructure built to scale.
- Every new advisor team means another tech exception or manual workaround
- Scaling AUM often means scaling operational headcount
- Fragmented systems increase cost, complexity, and compliance risk
- Custodian sprawl slows down onboarding, trading, and reporting
How Flyer Helps
Integrate Everything
One platform for CRM, planning, portfolio management, trading, and reporting — no silos, no manual workarounds.
Adoption That Sticks
 Fast onboarding, guided support, and workflows advisors embrace from day one.
Always Be Ahead
Automation, AI, and modern client tools — without chasing the next platform.
Unify your operations with a centralized IBOR
Gain firm-wide visibility across custodians, advisors, and accounts - without reconciliation headaches.
Security You Can Trust
Enterprise-grade protection and compliance built into every process.
Plug in, don’t re-architect
API-first architecture connects directly to your existing systems to modernize workflows without disruption.
Solutions for Every RIA Model
Pain Point:
As you scale through platform curation and acquisitions, your advisors need flexibility — without sacrificing oversight.
Flyer gives them powerful tools to manage portfolios directly while the firm maintains full control.
Flyer Solution:
- Direct trading and rebalancing across custodians
- Portfolio-specific rules, tax-awareness, and strategy personalization
- Centralized oversight via IBOR, alerts, and compliance workflows
- API-first integration with your CRM, reporting, and billing stack
CIO, $20B RIA
Pain Point:
Flyer supports centralized trading desks and implementation teams across asset classes and custodians- without adding tech debt.
Flyer Solution:
- Enterprise-grade OMS with automation for trade blocking, allocation, compliance
- Integrate directly with performance and reporting systems
- Scale without headcount through intelligent exception handling
- Connect to XX+ destinations via the Flyer Trading Network (FTN)
Head Trader, National RIA
Pain Point:
Combining centralized execution with advisor personalization can create complexity. Flyer solves that.
Flyer Solution:
- Manage model portfolios across custodians, desks, and advisors
- Unify workflows across centralized and advisor trading
- Provide firm-wide visibility, guardrails, and control
- Enable flexibility without creating silos
CTO, RIA
The Flyer Advantage for RIAs
Drive Advisor Productivity
Cut portfolio admin time by 35% and manage 25% more client assets — without losing personal touch.
Achieve Scalable Growth
Process 10M+ trades daily, automating 90% of allocation and rebalancing with precision.
Integrate Seamlessly
Deploy 60% faster with 99.9% uptime through our API-first framework.
Improve Client Outcomes
Reduce trade errors by 98% and boost client satisfaction by 15% year-over-year.
Modernize Without the Mayhem. Scale Without the Tradeoffs.
Whether you’re consolidating platforms, onboarding new RIAs, or supporting high-volume trading across custodians — Flyer gives you the tools to grow without operational chaos
Control complexity. Empower advisors. Scale with confidence
