For Independent Broker-Dealers
Built for Advisors. Centralized Oversight. Scale Without Disruption.
Your Challenges, Solved
Legacy systems create complexity — and compromise growth.
As your firm expands, supporting Rep-as-PM, Rep-as-Advisor, SMA or UMA becomes more difficult – especially with multiple custodians, stand alone systems, and outdated workflows. Most platforms force tradeoffs between control, advisor flexibility, and operational efficiency.
With FlyerFT, you can grow confidently – without compromising oversight or integration.
- Advisors unable to personalize client accounts efficiently given system limitations
- AUM growth often means growing headcount
- New products and system integrations introduce delays, risk, and compliance strain
- Workflows across custodians create fragmented workflows and visibility gaps
- Time spent managing multiple vendors
- Expanding your trading network adds operational burden and tech debt
How Flyer Helps
Advisor-centric tools + compliance-
aligned oversight
Let your advisors rebalance, trade, and monitor in real-time - with guardrails and visibility at every level.
Unified, automated workflows across
all advisor programs
Centralize pre-trade, trade, and post-trade workflows across all programs, custodians, asset types, and execution models – streamline key trading operations from centralized desks to advisor-led trading.
Seamless integration via APIs and
headless components
Personalize and control advisor user experience and workflows while maintaining home-office control - no rip-and-replace required.
Network reach without
integration risk
Expand access to broker, custodian, and sponsor destinations fast via the Flyer Trading Network — without operational drag.
Solutions for Every IBD Model
Pain Point:
Reps managing discretionary books need easy-to-use tools without adding headcount.
Flyer gives your advisors multi-custodian capabilities, real-time model access, and intelligent automation – all while giving the home office the oversight it needs.
Flyer Solution:
- Rebalancing and trading across custodians
- Headless integration to embed into your platform or portal
- Automated allocations and pre-trade checks
- Full compliance visibility across advisor-managed books
CIO, Independent BD
Pain Point:
Flyer powers high-volume, multi-custodian trading across equities, ETFs, options, fixed income, and more – without forcing you to replatform.
Flyer Solution:
- Handle high volume order management in seconds
- Enterprise-grade OMS with automation for trade blocking, allocation, compliance
- Automate workflows across desks, custodians, and broker networks
- Connect to internal tools and 100’s of execution venues through FTN
- Augment or replace what you have
Head Trader, $15B Broker-Deale
Pain Point:
When discretion shifts between client, advisor, and home office, across multiple programs – lack of guardrails can fragment oversight and operational challenges. Flyer keeps everyone aligned.
Flyer Solution:
- Unify advisor-directed and desk-directed workflows
- Harmonize trading workflow across Rep-as-PM and Rep-as-Avisor programs
- Real-time oversight for compliance, operations, and management
- Configure permissions, views, and workflows to support your programs
COO, Hybrid IBD
What Makes Flyer Different?
Modular by Design
Built to support Rep-as-PM, Rep-as-Advisor, UMA, and centralized desks in a unified near real-time IBOR and Trading platform.
API-First and Headless-Ready
Integrate Flyer into your advisor desktop or tech stack - or use it as your trading core
Control Without Compromise
Give reps autonomy while maintaining visibility, guardrails, and compliance oversight
Connected by Network
Scale your reach with native access to
100’s of custodians, brokers, and sponsors
via FTN
Automation That Pays Off
Reduce manual work, eliminate reconciliation, and grow operations without adding headcount
Our People
Our team's experience and commitment across account mgmt, onboarding and IT are unrivaled in the industry.
Scale Without the Tradeoffs. Run the Platform That Adapts to You.
Whether you’re expanding your Rep-as-PM program, launching a new UMA program, or unifying advisor workflows under one desk – Flyer gives you the infrastructure to scale with control.
Cut friction. Boost advisor productivity. Eliminate operational bottlenecks – without overhauling your tech stack
