Co-Pilot API:
Build the Trading Experience Your Business Demands
Why RIAs & Fintechs Need More Than Off-the-Shelf Tools
Most trading and portfolio management systems force you into rigid workflows:
Limited flexibility
→ Can’t customize to your firm’s unique workflows and strategies.
Slow innovation cycles
→ Waiting on vendors for features you need now.
Fragmented integrations
→ Breaking the advisor or client experience across systems.
Data lag
→ Leaving advisors with incomplete or outdated views mid-trading day.
You shouldn’t have to compromise between scale, speed, and control.
That’s why we offer Co-Pilot capabilities via API.
Trading Power, Delivered Through APIs
Unlock the full depth of Co-Pilot’s OMS and PMS functionality — order generation, processing, execution, and portfolio management — and integrate it directly into your workflows.
Whether you need a single component or an entire trading front end or a combination, Co-Pilot APIs let you control the experience.
Build Exactly What You Need
- Create specific components or design a complete custom application.
- Leverage a RESTful API toolset that adapts to your workflow logic and client presentation.
- Keep your competitive edge by tailoring technology to your business.
Faster Time to Market
- Standardized, flexible functions let you implement quickly.
- End-to-end sandbox testing helps you launch and scale without risk.
- Deliver client-ready solutions in weeks, not years.
Real-Time Data That Keeps You Ahead
- Access intraday positions and valuations via Co-Pilot’s IBOR.
- Positions update with every trade placed — no waiting until end-of-day.
- Advisors always have a live view of client portfolios.
Why Co-Pilot API?
Because Control Is the New Advantage.
- Eliminate vendor lock-in and rigid workflows.

- Build differentiated client and advisor experiences.

- Scale with flexibility and confidence.

- Gain intraday transparency to make faster, smarter decisions.
