
Integrations
FlyerFT Co-Pilot
Automate multi-asset portfolios and trade across brokers with Flyer Co-Pilot by importing aggregated Addepar data for valuations, open tax lots, and balances. Confidently maintain portfolios within target allocations with a comprehensive intraday IBOR while growing your business cost-effectively.
Leverage a Single Source of Truth |
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Multicurrency Trading and Reporting |
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Multi-Asset Coverage |
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Intraday IBOR |
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Scale Cost-Effectively Without Added Headcount |
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Authentication |
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Capabilities |
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Frequency |
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Transmission Type |
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Required Access Level |
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Provider Assisted Setup
A member of the integration partner’s support team will work with you to install, configure and test this integration. To get started, contact your representative at the partner firm for assistance.
View Configuration GuideGetting started
Before starting the setup, reach out to Flyer Financial Technologies and let them know your firm wants to integrate with Addepar.
Create an Integration User
In Addepar, create a new Integration User. With this user, create an API key and secret.
Work with your Flyer representative to complete integration onboarding
Have a discovery call, validate your trade workflows in a sandbox, and go-live, all with the assistance of the Flyer team.