Flyer Portfolio Management and Order Management Solutions
Co-Pilot: The Order & Portfolio Management Platform Built for Change
Trade smarter. Scale faster. Stay in control.
Co-Pilot is your all-in-one platform for managing multi-asset portfolios with precision and ease. Designed for wealth managers and broker-dealers, it centralizes order management, portfolio rebalancing, and compliance into a seamless experience.advisorservices.schwab.com
Key Benefits
Unified Order Management
Handle equities, mutual funds, options, and futures with dynamic routing and algorithmic trading support.
Real-Time Portfolio Sync
Stay updated with real-time data synchronization across custodians, ensuring accurate positions and cash balances.
Integrated Compliance
Monitor portfolios against customizable rulesets to prevent violations and ensure regulatory adherence.
Flexible API Access
Leverage our robust APIs to integrate Co-Pilot into your existing workflows or build custom solutions.flyerft.com
Stop Fighting Fragmentation. Start Scaling Smarter.
Every trading desk faces common challenges: fragmented systems, endless reconciliations, and the constant drag of legacy technology. Co-Pilot was built to solve these problems head-on—so your firm can focus on growth, not workarounds.
With a single cloud-native platform, Co-Pilot unifies your order management, portfolio management, and APIs into one connected ecosystem.
Eliminate Execution Headaches
The Pain:
Managing orders across multiple assets, brokers, and custodians often means swivel-chairing between systems, dealing with errors, and losing time in volatile markets.
The Solution with Co-Pilot OMS:
- Seamlessly manage multi-asset trading across equities, options, futures, and mutual funds.
- Access thousands of connections to custodians, brokers, and venues without the integration burden.
- Automate the entire trade lifecycle—upload, block, route, allocate—with audit-ready precision.
- Trade confidently via cloud interface or APIs while staying fully in control.
CTO, $12B RIA
Centralize your Portfolio Management Activities. Start Managing.
The Pain:
Reconciling data across custodians and spreadsheets wastes hours—and creates risk. Compliance checks come too late, and model management turns into manual work.
The Solution with Co-Pilot PMS
- Centralize order generation, rebalancing, and sleeve management.
- Sync positions daily with custodians, updated in real time with trades and cash balances.
- Automate tax-lot–sensitive trading, cash handling, and portfolio rebalancing.
- Integrated pre- and post-trade compliance monitoring to reduce costly errors.
Results You’ll See:
- No more chasing down positions—get a true, real-time IBOR.
- Support multiple models and strategies in one custodial account.
- Turn compliance into a safeguard, not a speed bump.
Build the Experience You Want
The Pain:
Most systems lock you into rigid workflows and interfaces. Customizing means long projects, costly middleware, and waiting on vendor timelines.
The Solution with Co-Pilot APIs
- Full suite of APIs for order generation, execution, allocation, and portfolio management.
- Build only the components you need—or control the user experience
- Sandbox testing for rapid development and faster speed-to-market.
- On-demand intraday valuation powered by Co-Pilot’s Investment Book of Record (IBOR).
Head of Technology, National Broker-Dealer
Why Co-Pilot?
Because Legacy is Holding You Back.
Co-Pilot was designed for the modern advisory and trading environment:
Multi-asset ready
No silos between equities, options, fixed income and funds.
Cloud-native and secure
Built for scale with robust entitlements and SOC 2 compliance.
Connected by design
OMS, PMS, and APIs work together—or plug seamlessly into your stack.
Co-Pilot: Your Command Center for Modern Portfolio Management
With Co-Pilot, you can stop fighting your systems and start focusing on what actually matters: better execution, cleaner portfolios, and scalable growth.
