Co-Pilot Release Version 8.5.0 Release Notice

Expand Your Global Reach and Control: Introducing Co-Pilot Version 8.5.0

The growth of a modern wealth management firm depends on two critical factors: the ability to seamlessly scale operations into new markets and the capacity to manage enterprise risk through precise operational control. Following the rollout of our 8.4.0 update, we are excited to announce the release schedule for Co-Pilot Version 8.5.0.

To ensure a seamless transition, the update will be available in your UAT environment this week (the week of May 18th, 2026), followed by the Production rollout next week (the week of May 25th, 2026).

This release introduces comprehensive multi-currency capabilities alongside institutional-grade user entitlements, transforming Co-Pilot into a truly global portfolio management ecosystem while safeguarding your firm against unintended trading risk.

 

Release Highlights

Operational Efficiency: Borderless Portfolio Management

Version 8.5.0 removes the operational hurdles of cross-border investing, eliminating manual conversions and unifying your international book of business into a single screen.

• Multi-Currency Support for Co-Pilot PMS: Monitor accounts and propose trades seamlessly in a configured “Account Currency” across all PMS tools, including the Portfolio Workbench, Position Explorer, and Percentage-Based Trading tool. Co-Pilot automatically appends the necessary local execution and settlement information to generated orders.
• Unified Base Currency Analytics: View, aggregate, and report data across entirely different account currencies under a single customized base currency, giving your leadership team instant clarity on total assets.
  Intraday FX Rate Flexibility: FX rates are automatically consumed daily from Start of Day data loads, with the added capability to update rates intraday for real-time precision.
• Global Symbology Integration: Non-US securities are now represented with an appended exchange or country suffix (e.g., :TSX), ensuring consistent modeling and providing counterparties with valid trading data.

 

Risk Management: Institutional Role Granularity

As firms scale, giving every user blanket access introduces severe operational risk. This update establishes deep, role-based controls over your data.

• Custom User Entitlements: Create highly specific user roles that isolate reporting and operations from execution.
• Risk-Free Compliance Monitoring: Entitle compliance officers or operations managers to leverage powerful auditing tools like Position Explorer and Flight Deck without granting them order-proposal or trading permissions.

Transparency and Data Infrastructure Improvements

• Enhanced Data Load Resiliency: Data engines have been optimized to process holdings seamlessly, even when missing specific lot attributes.
• Infrastructure Currency Support: Start of Day files for Accounts, Tax Lots, and the Security Master have been upgraded to natively support currency fields.
• Performance Boost: Significant back-end performance improvements have been deployed to make the Portfolio Workbench faster and more responsive.

Next Steps

Multi-currency and advanced role entitlements are add-on permissions. Services will be briefly unavailable during the production upgrade window next week. To learn how to configure these features for your firm or to schedule an internal demonstration, please visit www.flyerft.com or contact your CoPilot Support team at [email protected]

 

API documentation can be found here: LINK

Full release notes can be found here: LINK