Solution introduction

The fastest growing multi-asset portfolio trading platform for wealth and asset managers

Co-Pilot Order Management
Manage your multi-asset (equities, mutual funds, options, futures) end-to-end trade order management lifecycle including order upload, order blocking, manual order entry, dynamic order routing, inclusion of execution instructions, algorithmic trading and more.

Co-Pilot supports all major order types, connectivity to over 100 executing brokers and destinations, transmission of commission and fee information, and numerous order handling options.

  • Trade with Confidence - Trade with a comprehensive multi-asset class user interface in the cloud, but also perform the functions via API’s as well, where you are in complete control of your trade life cycle including order management, execution, and allocation.
  • Post-Trade Connectivity - Comprehensive connectivity to custodians and third-party allocation systems (e.g., Omgeo CTM, Lightspeed TDMS, etc…)
  • Secure - Robust access control and entitlements to ensure proper levels of access to the full range of trading features.

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