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
WealthForce.ai is a cloud-native wealth management platform that adheres to BIAN standards and utilizes artificial intelligence to function as an enhanced Relationship Manager (RM) interface by integrating all client data into a single accessible location. This innovative platform has achieved significant results, including a 40% boost in the RM-to-customer ratio, an 80% decrease in the time required for portfolio reviews, and a 30% improvement in overall operational efficiency. By offering a comprehensive 360-degree perspective, it allows RMs and financial advisors to swiftly tailor and optimize portfolios to meet the specific needs of their clients. The platform is built on four essential pillars that leverage cognitive robotic process automation (RPA), artificial intelligence, and machine learning to streamline operational tasks, manage multi-asset operations, and provide a user-friendly dashboard for creating rules, launching campaigns, and assessing cost-effectiveness. Additionally, WealthForce.ai fosters a more personalized client experience, ultimately leading to stronger relationships between advisors and their clients.
API Access
Has API
API Access
Has API
Integrations
ByAllAccounts
Orion
Riskalyze
Yodlee
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
Intellect Design Arena
Founded
1996
Country
United States
Website
www.intellectai.com/apac/wealth-force/
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