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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
This cloud-driven enterprise solution offers marketing professionals and product managers a product content management (PCM) platform that allows for the storage and automated distribution of all product information and media assets within their supply chain. xCircular delivers innovative tools for generating three distinct types of promotional digital flyers designed to enhance e-commerce content and drive sales. Among these cloud-based services, the XC Flipping Flyer allows for the creation of unlimited product flyers and catalogs that users can easily navigate and search through. The XC Shopping Flyer simplifies the process of converting traditional print flyers into interactive digital formats, making it easy for B2C consumers to compile their shopping lists and direct them to your online store. Lastly, the XC Distributor Flyer enables the creation of an order book specifically tailored for B2B customers and sales representatives, allowing them to place orders seamlessly from a clickable product flyer that is sent directly to your fulfillment team, ultimately streamlining the ordering process. This holistic approach not only boosts marketing efficiency but also strengthens the connection between businesses and their customers.
API Access
Has API
API Access
Has API
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
FIX Flyer
Founded
2004
Country
United States
Website
fixflyer.com
Vendor Details
Company Name
xCircular
Founded
2010
Country
Israel
Website
xcircular.com
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
Product Features
Digital Asset Management
Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management
PIM
Content Syndication
Data Modeling
Data Quality Control
Digital Asset Management
Documentation Management
Master Record Management
Version Control