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
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Altruist
No
ByAllAccounts
Yes
Charles Schwab
No
Fidelity
No
Nitrogen
No
Orion
Yes
Riskalyze
Yes
Yodlee
Yes
Integrations
Altruist
Yes
ByAllAccounts
No
Charles Schwab
Yes
Fidelity
Yes
Nitrogen
Yes
Orion
No
Riskalyze
No
Yodlee
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
FIX Flyer
Founded
2004
Country
United States
Website
fixflyer.com
Vendor Details
Company Name
Vise
Founded
2016
Country
United States
Website
vise.com
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
No
Commodities
Yes
Compliance Reporting
No
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
Yes
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
Yes
Risk Management
Yes
Tax Management
Yes
Technical Analysis
No
Wash Sale Detection
Yes