Institutional trading desks face a common set of problems: fragmented systems, manual reconciliations, legacy infrastructure, and the operational drag that slows execution in volatile markets. Flyer Financial Technologies was built to eliminate those problems — providing wealth managers, broker-dealers, TAMPs, and RIAs with a single cloud-native platform that automates the full trade lifecycle across multi-asset portfolios.
Founded in 2004 and headquartered in New York, Flyer serves over 120 clients worldwide and processes more than 47 million trades per month. The platform supports over 150 custodians, broker-dealers, and destinations, maintains more than 3,400 FIX trading connections, and has achieved a 97.7 percent customer retention rate.
Flyer Financial Technologies develops advanced technology for managing complex, multi-asset institutional securities trading using highly scalable software and network infrastructure. Its flagship platform, Co-Pilot, automates the trade lifecycle from order generation through post-trade allocation and settlement. The Flyer Trading Network connects Co-Pilot to hundreds of brokers and custodians via fully integrated FIX electronic trading, providing firms with unified access to major execution venues through a single platform.
Flyer serves over 1,800 investment managers, TAMPs, custodians, and RIAs that require scalable, multi-asset trading infrastructure. Its clients include wealth managers and broker-dealers managing unified managed accounts, single- and multi-tiered model portfolios, and complex institutional trading operations across equities, fixed income, ETFs, mutual funds, alternatives, and options.
Fragmented execution. Managing orders across multiple assets, brokers, and custodians typically requires switching between systems, introduces errors, and slows response times in volatile markets. Co-Pilot's OMS centralizes multi-asset trading — equities, options, ETFs, mutual funds, fixed income, and alternatives — automating the full upload, block, route, and allocate workflow with a complete audit trail.
Manual reconciliation. Reconciling positions across custodians and spreadsheets wastes time and creates risk. Co-Pilot's PMS syncs positions daily with custodians, updates in real time with trades and cash balances, and automates tax-lot-sensitive trading, cash handling, and portfolio rebalancing with integrated pre- and post-trade compliance monitoring.
Rigid vendor systems. Most platforms lock firms into fixed workflows. Co-Pilot's API layer gives firms full control — order generation, execution, allocation, and portfolio management are all accessible via API, with an intraday Investment Book of Record (IBOR), sandbox testing environment, and a trade simulator for testing the full lifecycle before deployment.
Co-Pilot is Flyer's all-in-one platform for managing multi-asset portfolios, designed for wealth managers and broker-dealers. It combines three core capabilities in a single cloud-native system.
Co-Pilot OMS — order management across equities, mutual funds, ETFs, fixed income, alternatives, and single- and multi-leg options; pre-trade controls and trade blocking; limits, instructions, and algorithmic trading; trade aways and commission calculations; fully integrated FIX electronic trading; post-trade auto-allocation delivery to custodians and brokers; integration with Omgeo CTM/DTCC.
Co-Pilot PMS — intraday book of record with real-time position management across tax lots, positions, and cash balances; multi-custodial support; account and group rebalancing; model management; UMA sleeve management; tax loss harvesting; smart rebalancing with equivalents; cash reserves and auto money market cash sweep; integrated pre- and post-trade compliance with rules-based engine and audit trail.
Co-Pilot APIs — full suite of APIs for order generation, execution, allocation, and portfolio management; on-demand intraday valuation via IBOR; sandbox testing for rapid development; trade simulator for full lifecycle testing.
Co-Pilot supports individuals and households, unified managed accounts, and single- and multi-tiered model structures. User-configurable dashboards give portfolio managers flexible control over how accounts and groups are viewed and managed.
Co-Pilot connects with leading custodians, wealth platforms, and technology providers including Morningstar, Orion, Envestnet, UBS, Tamarac, SmartX, Pershing, Charles Schwab, Nitrogen, Archer, Advyzon, Clearwater Analytics, Telement, Intelliflo, and d1g1t. The Flyer Trading Network provides connectivity to over 150 custodians, broker-dealers, and destinations via more than 3,400 FIX trading connections.
Over 47 million trades processed per month. More than 1,800 investment managers, TAMPs, custodians, and RIAs served. Over 350 Co-Pilot firms. More than 3,400 FIX trading connections. Over 150 custodians, broker-dealers, and destinations supported. 97.7 percent customer retention rate. More than 100 financial services professionals on staff. Over 120 clients worldwide.
Twenty years of purpose-built institutional trading infrastructure. A single cloud-native platform replacing fragmented OMS, PMS, and connectivity systems. Full API access for firms that want to build their own experience on top of Flyer's execution and portfolio infrastructure. A scalable network connected to hundreds of brokers, custodians, and destinations. And a 97.7 percent retention rate reflecting long-term client confidence in the platform's reliability and performance.
Website: flyerft.com
Email: [email protected]
Phone: 888 349 3593
Headquarters: 525 7th Ave, New York, NY 10018
LinkedIn: linkedin.com/company/flyerft