Flyer is redefining the operational backbone of modern wealth management. As the industry shifts toward hyper-personalization and multi-asset diversification, Flyer’s cloud-native Co-Pilot platform provides the precision, scale and integrations executive leaders need to grow without requiring additional headcount.

Co-Pilot’s Portfolio Management Solution and Order Management Solution unify the entire investment lifecycle.

Real-time advisor to trader automation so advisors can quarterback the process while traders do the work

Sophisticated UMA sleeve-level governance provides managed account platforms and Rep-as-PM programs the flexibility to implement their best thinking

Dedicated fixed income tools allow advisors to view inventory and build portfolios eliminating the need for multiple tools and separate systems

Automated tax-loss harvesting so clients get the most out of their investment advice

Institutional-grade trading via the Flyer Trading Network (FTN) means access to new execution venues without the wait or maintenance

By eliminating the friction between portfolio management and execution, Flyer enables firms to reduce operational drag, ensure rigorous compliance, and deliver superior advisor experiences. Discover why the industry’s leading brands trust Flyer to power their global trading and portfolio intelligence.