Flyer Portfolio 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.
Key Benefits
Multi Asset Class
- Equities, Mutual Funds, ETF’s, Fixed Income, Alternatives, Single & Multi-Leg Options
Account Structures
- Individuals & Households
- Unified Managed Accounts
- Single & Multi-Tiered Models
Intraday Book of Record
- Real-time position management
- Positions, tax lots & cash balances
- Multi-custodial support
Portfolio Management
- User-Configurable Dashboards
- Account & Group Rebalancing
- Model Management
Trade Compliance
- Rules-based engine
- Pre-built or Custom library
- Audit trail
Trade Order Management
- Pre-trade controls & trade blocking
- Limits, instructions, & algorithmic trading
- Trade aways & commission calculations
- Fully Integrated FIX-electronic trading
Post Trade
- Auto allocation delivery to custodians & brokers
- Integration with Omgeo CTM/DTCC
- Adhoc & custom extracts
API Access
- Position Management
- Trade Order Management
- Portfolio Management
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, EFTs, alts, and mutual funds.
- Automate the entire trade lifecycle—upload, block, route, allocate—with audit-ready precision.
- Tightly integrated with Flyer Trading Network connected to hundreds of brokers & custodians.
- Trade confidently via secure fully redundant scalable cloud interface.
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 UMA 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.
- Tax Loss Harvesting & Smart Rebalancing w/ Equivalents.
- Cash Reserves and Auto Money Market Cash Sweep.
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.
- On-demand intraday valuation powered by Co-Pilot’s Investment Book of Record (IBOR).
- Build only the components you need—or control the user experience.
- Sandbox testing for rapid development and faster speed-to-market.
- Trade simulator to test entire trade life cycle.
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, EFTs, alts, 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.
