Co-PilotFIX Flyer
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Related Products
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About
Implement complex models and monitor asset allocations across portfolios with ease. Manage order flow across multiple custodians, asset and security classes. Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems. Features designed to ensure trading compliance and data accuracy. BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker-dealers, family offices, and industry partners. Manage order flow across multiple custodians, asset and security classes. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Implement complex models and monitor asset allocations across portfolios with ease.
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About
Welcome to Co-Pilot, the next-generation, multi-asset portfolio trading platform for active wealth managers. Flyer offers a complete FIX solution with an entire suite of software, integrations, development kits and support. Co-Pilot is a comprehensive investment platform that centralizes portfolio and order management in a single multi-asset application backed by Flyer Trading Network. Co-Pilot API allows developers to rapidly create their own trading platform and connect with trading partners to create an easy and accessible experience for their users. An advanced order routing and allocation network which standardizes connectivity and workflows making it effortless to trade with your custodians and brokers. Advanced trading tools are required to optimize complex workflows inherent in managing the vast equities and mutual fund ecosystem. Overlay the potential allocation combinations and the amount of unique portfolio possibilities seems endless.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investors and anyone looking for a platform to invest and manage their investments
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Audience
Businesses and companies searching for an investment platform to manage their portfolio and order management operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBlazePortfolio
Founded: 2005
United States
www.blazeportfolio.com
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Company InformationFIX Flyer
Founded: 2004
United States
fixflyer.com
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Alternatives |
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Categories |
Categories |
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
ByAllAccounts
Orion
Riskalyze
Yodlee
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