AI Creates the Activity. Flyer Owns the Execution.
The missing execution layer forÂ
AI-powered wealth management.
Flyer provides a partner-inclusive, open ecosystem, wherever the intelligence comes from
Agents & Consumers
Customer agents communicating across systems: Portfolio Management, Trading, CRM, Financial Planning, Direct Indexing, the Advisor Desktop and other agents.
FlyerMCP
The MCP surface AI agents call to reason about households, portfolios, positions, tax lots, rebalance opportunities and trading.
FlyerAPI
High-throughput, deterministic APIs for bulk staging, allocation, and order management at scale with audit grade results.
Trading Network
The FIX-grade execution layer every agent-generated order ultimately routes through custodians and brokers.
Trusted by the platforms, custodians, and asset managers shaping wealth management
The industry has pivoted. Wealth tech is next.
Every major enterprise platform — Salesforce, Microsoft, ServiceNow — has rebuilt for a world where AI agents are the consumers of enterprise software. Wealth management is squarely in scope.
The platforms have pivoted
Agentforce, Copilot Studio, ServiceNow AI Agents all shipped in the last 12 months. The thesis: intelligence commoditizes; durable value sits below the model.
Wealth-specific agents have arrived
AI assistants for advisors. Agentic rebalancing. Automated tax planning. A single 2026 launch wiped tens of billions off custodian market caps in a day.
Protocols are converging — fast
MCP and A2A are settling through the Linux Foundation. Anthropic, OpenAI, Google, Microsoft, AWS aligned. The integration layer is being defined now.
FlyerMCP — where agents reason.
The MCP-compatible surface AI agents call to evaluate portfolios, simulate rebalances, check compliance, and identify opportunities. The same workflows Co-Pilot itself runs on — exposed to whichever agent you deploy.
Same workflows as Co-Pilot, agent-meaningful
Three explicit safety tiers
Callable from any compliant agent
Agent reasons over portfolio
Summary returned to context
Human approves via Yes / No
FlyerAPI — where work happens.
The high-throughput API plane where bulk staging, allocation, and order management run deterministically at scale. No LLM in the critical path. The same endpoints Co-Pilot calls — now callable by your agents and your platform.
Bulk operations at production scale
Composable with the control plane
The endpoints Co-Pilot runs on
Bulk ingest pipeline
Ingest
Validate
Stage
FIX send pipeline
Block
Send
Allocate
Four ways to drive the platform. One audit trail.
Co-Pilot — your trading nerve center.
The unified PMS/OMS your team uses today. Cloud-native rebalance, multi-custodian trading, allocation, compliance, and TCA — with Co-Pilot AI explaining every recommendation and confirming every action.
Unified PMS/OMS
Multi-custodian by design
Co-Pilot AI built in
AI Narrative Drift exceeded 2% threshold across 3,847 of 10,000 accounts. Tax-lot harvest opportunity: $2.1M est. savings using HIFO method.
AI Narrative No restriction violations detected.
Confirm action Stage 3,847 orders · HIFO · Yes/No before execution.
Flyer Trading Network — where trades execute.
The connectivity layer no horizontal platform has built and no AI-native entrant can replicate. Fifteen years of FIX-grade infrastructure, certified across every major broker and custodian. The rails AI agents call when they need to act.
