Co-Pilot PMS:
Portfolio Management Without the Manual Drag
Why RIAs Need a Modern PMS
As firms grow, portfolio management often becomes a balancing act of:
Disconnected tools
→ Forcing manual reconciliation and wasted time.
Inflexible systems
→ That can’t handle multi-strategy, multi-asset type or sleeve-level complexity.
Compliance headaches
→ Requiring constant checks and corrections.
Slow updates
→ Leaving advisors with stale positions and cash data.
The result?
Advisors spend more time administrating systems than serving clients. That’s why we built Co-Pilot PMS.
Centralized Portfolio Management and Trading, Simplified
Co-Pilot PMS puts everything in one place, so your firm can manage complexity with confidence:
Unified Position Management
Rebalancer, security-specific trading functions, compliance evaluation, and model management — all synchronized daily with custodians and updated in real-time with trades and cash balances.
Multi-Strategy Flexibility
Support multiple model and non-model strategies in a single custodial account with a robust sleeve management and trading toolset.
Portfolio Trading That Works the Way You Do
- Rebalance single accounts, multiple accounts, or sleeves with ease.
- Trade by percentage of market value, swap securities, or invest/withdraw cash with tax-lot sensitivity.
- Streamline portfolio construction while staying nimble across client needs.

Compliance, Integrated from the Start
Stay ahead of regulations with pre- and post-trade monitoring that can warn or prevent issues like:
- Concentration limits
- Position restrictions
- Trading restrictions
No more after-the-fact fixes — compliance lives inside your workflow.
Why Co-Pilot PMS?
Because Growth Demands Efficiency.
- Mitigate manual reconciliation and fragmented systems.

- Scale across strategies and custodians without adding complexity.

- Give advisors live, accurate data to make better decisions.

- Reduce compliance risk while improving oversight.
