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Leaving advisors with incomplete or outdated views mid-trading day.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.
