Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Our sophisticated planning engine allows for the seamless execution of even the most intricate user requests. Experience automation that integrates effortlessly into your product. This means your users can simply type inquiries like "Please show me last month's sales and provide some recommendations," and the system will respond effectively. You can easily integrate OpenCopilot into your product through our chat bubble, eliminating the need for any coding expertise. Alternatively, our SDKs enable you to customize your copilot for a more cohesive appearance. Additionally, you can supply various types of data to your copilot, enhancing its ability to assist users effectively. For those who prefer self-hosting, OpenCopilot can be set up on your website with a straightforward make install command. All of our paid plans come with dedicated support from our team. Users can pose complex questions that necessitate the execution of multiple actions simultaneously, ensuring a dynamic interaction. This platform serves as a comprehensive solution for developing, managing, and deploying your next AI-driven feature. Furthermore, you'll be among the first to receive new features, which is particularly exciting as we consistently roll out numerous updates. Our commitment to innovation ensures that your user experience will continually improve.
API Access
Has API
API Access
Has API
Integrations
ByAllAccounts
GitHub
JavaScript
Orion
Postman
React
Riskalyze
Shopify
Yodlee
bunq
Integrations
ByAllAccounts
GitHub
JavaScript
Orion
Postman
React
Riskalyze
Shopify
Yodlee
bunq
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$89 per month
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
FIX Flyer
Founded
2004
Country
United States
Website
fixflyer.com
Vendor Details
Company Name
OpenCopilot
Website
opencopilot.so/
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