The Order Management System Designed to Power Growth
Why Firms Need a Better OMS
Managing orders across multiple asset classes, brokers, and custodians shouldn’t feel like a patchwork of spreadsheets, swivel-chairing between platforms, and constant reconciliation. Yet for many firms, that’s the reality:
Too many systems and programs, not enough integration
Creating errors and wasted hours.
Limited broker connectivity
Constraining best execution and client outcomes.
Manual workarounds
Draining advisor productivity and scaling potential.
Compliance pressure
Demanding stronger oversight and reporting.
Your business has grown.
Your legacy OMS hasn’t. That’s why we built Co-Pilot.
The Smarter Way to Manage Orders
Co-Pilot OMS puts you back in control of the full trade lifecycle, end-to-end:
Multi-Asset Order Management
Handle equities, mutual funds, options, and futures from one platform —  Create → Validate → Route → Execute → Allocate → Confirm → Settle → Report
Connectivity Without Limits
Access 100+ executing brokers and destinations, transmit commission and fee details, and leverage robust order handling options.
Confidence at Every Step
Use our intuitive multi-asset interface in the cloud or APIs that let you control every detail of order management, execution, and allocation.
Post-Trade That Doesn’t Slow You Down
Seamlessly connect to custodians and allocation systems like Omgeo CTM and Lightspeed TDMS, cutting out the friction that slows down reconciliation and reporting.
Built-In Security & Oversight
Robust entitlements and access controls ensure the right people have the right permissions — and compliance teams gain peace of mind without extra layers of complexity.
Why Co-Pilot OMS?
Because Scale Demands Control.
Reduce operational drag so advisors can focus on clients.

Expand broker relationships without adding systems.

Automate where it counts, without losing oversight.

Trade confidently, knowing your infrastructure is secure, connected, and future-ready.
Co-Pilot OMS. Your trades, your clients, your control — finally in one place.