Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our investment suite is a comprehensive modular solution built on .NET that facilitates real-time mid and back-office administration while adhering to all current laws and regulations. It encompasses both Relationship and Instrument Data Management alongside robust Portfolio Management capabilities. This suite seamlessly integrates with various functions including Order Management, Asset Management, Corporate Actions, Settlements, Reconciliation, Taxes, and Global Custody. With the Order Management solution, users can manage securities orders in real-time, providing a unified approach that centralizes control over the ordering and execution processes across all traded instruments, including compatibility with any trading platform. Additionally, Asset Management provides tools for configuring and managing investment models and their life cycles, with features that support automatic rebalancing. These investment models play a crucial role in optimizing asset and investment management strategies, ensuring that clients can efficiently navigate the complexities of today's financial landscape.

Description

Introducing Co-Pilot, an innovative multi-asset portfolio trading platform designed specifically for proactive wealth managers. Flyer provides a comprehensive FIX solution that includes an extensive array of software, integrations, development kits, and dedicated support. This all-in-one investment platform streamlines portfolio and order management within a single multi-asset application, all supported by the Flyer Trading Network. The Co-Pilot API empowers developers to swiftly build their own trading platforms and connect with various trading partners, ensuring a seamless and user-friendly experience. With a sophisticated order routing and allocation network, connectivity and workflows are standardized, simplifying trading interactions with custodians and brokers alike. To navigate the complex workflows associated with managing a wide array of equities and mutual funds, advanced trading tools are essential. When you layer potential allocation combinations atop each other, the sheer number of unique portfolio possibilities expands exponentially, highlighting the platform's versatility and potential for wealth management. As the financial landscape evolves, Co-Pilot stands ready to adapt and meet the needs of its users.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ByAllAccounts
Orion
Riskalyze
Yodlee

Integrations

ByAllAccounts
Orion
Riskalyze
Yodlee

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Allshare

Country

Netherlands

Website

www.allshare.nl

Vendor Details

Company Name

FIX Flyer

Founded

2004

Country

United States

Website

fixflyer.com

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Alternatives

Alternatives

Apex AscendOS Reviews

Apex AscendOS

Apex Fintech Solutions
SS&C Advent Reviews

SS&C Advent

SS&C Technologies
Solvas Portfolio Reviews

Solvas Portfolio

Alter Domus Data Solutions Inc.