Flyer Financial Technologies has spent 20 years building a cloud-native platform for wealth managers and broker-dealers. Its Co-Pilot platform unifies order management, portfolio rebalancing, compliance monitoring, and API access in a single connected system. The New York-based firm serves more than 1,800 investment managers, TAMPs, custodians, and RIAs. It processes more than 47 million trades per month across more than 150 custodians, broker-dealers, and other destinations.
Flyer Financial Technologies' Co-Pilot is an all-in-one, cloud-native platform built for wealth managers and broker-dealers managing multi-asset portfolios. It centralizes order management, portfolio rebalancing, and compliance monitoring in one connected system. The platform supports equities, mutual funds, ETFs, fixed income, alternatives, and single- and multi-leg options. Firms running unified managed account programs, Rep-as-PM models, or institutional trading desks are its core users. Founded in 2004, Flyer now serves more than 1,800 investment managers, TAMPs, custodians, and RIAs. The platform is designed specifically for firms where growth has made disconnected, swivel-chair workflows too costly and error-prone to sustain.
Co-Pilot's order management solution automates the full trade lifecycle: upload, block, route, and allocate, with an audit-ready trail at every step. It manages multi-asset trading across equities, options, futures, ETFs, alternatives, and mutual funds. Pre-trade controls, algorithmic trading support, and fully integrated FIX electronic trading are built directly into the system. The platform connects to hundreds of brokers and custodians through the Flyer Trading Network. Firms running on Co-Pilot process more than 47 million trades per month through Flyer's infrastructure, removing the errors that accumulate when teams switch between separate systems during volatile markets.
Co-Pilot's portfolio management solution centralizes order generation, rebalancing, and unified managed account sleeve management in one interface. It syncs positions daily with custodians and updates in real time with trades and cash balances. Automated tax-lot-sensitive trading, cash handling, and portfolio rebalancing reduce manual work and the risk of costly errors. The platform includes integrated pre- and post-trade compliance monitoring, tax-loss harvesting, smart rebalancing with equivalents, and auto money market cash sweep. User-configurable dashboards let advisors manage individual accounts and household groupings without relying on multiple external tools, keeping operations lean as client counts grow.
Dedicated fixed income tools inside Co-Pilot allow advisors to view available inventory and build fixed income portfolios without leaving the platform. This removes the dependency on separate systems or third-party tools that typically slow fixed income workflows. The Co-Pilot order management system handles routing and allocation for fixed income alongside all other asset classes, so compliance checks and trade records stay unified in one place. Flyer's intraday book of record, the Investment Book of Record (IBOR), provides on-demand intraday valuation for fixed income positions alongside equities and alternatives, giving firms a single real-time view across the entire book.
Co-Pilot connects to more than 150 custodians, broker-dealers, and other destinations. Named integration partners include Pershing, Charles Schwab, Fidelity, Goldman Sachs, RBC, Northern Trust, Apex, UBS, and Envestnet. Technology platform integrations cover Morningstar, Orion, Tamarac, SmartX, Nitrogen, Advyzon, Clearwater Analytics, Intelliflo, and d1g1t. Post-trade, the platform integrates with Omgeo CTM and DTCC for auto-allocation delivery. This breadth means firms can expand execution venues through the Flyer Trading Network without lengthy technology build-outs or ongoing maintenance overhead, a practical advantage for growing RIAs and TAMPs adding custodians or new asset classes.
Co-Pilot's API suite covers order generation, execution, allocation, and portfolio management, giving firms full control over the user experience they build on top of Flyer's infrastructure. On-demand intraday valuation is powered by the Co-Pilot IBOR, so firms pulling data via API receive real-time position accuracy without building their own calculation layer. A sandbox testing environment supports rapid development and faster speed-to-market. A trade simulator lets development teams test the full trade lifecycle before going live. Firms can build only the components they need, avoiding the rigid workflows and costly middleware that typically accompany vendor-locked platforms, and reducing integration time significantly.
Co-Pilot's rules-based compliance engine runs pre-trade controls, trade blocking, and limits across every order in the system. Firms can use a pre-built rule library or configure custom compliance rules to match their specific regulatory and operational requirements. An audit trail is maintained throughout the trade lifecycle, giving compliance teams the documentation they need at examination time. Integrated pre- and post-trade compliance monitoring flags issues before execution, not after settlement, reducing the cost of errors significantly. The platform also supports unified managed account sleeve-level governance, giving managed account platforms and Rep-as-PM programs granular control over how models are implemented across client accounts.