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.
