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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

  • Confidently monitor and maintain portfolios within target allocations using aggregated and reconciled data directly from Addepar, creating a unified and definitive data set for all your trading operations.

Multicurrency Trading and Reporting

  • Trade seamlessly in multiple currencies via Flyer Co-Pilot and accurately calculate performance by utilizing Addepar's rich local currency data, enabling efficient global diversification.

Multi-Asset Coverage

  • Access a single, comprehensive trading and order management platform supporting all your asset classes—including equities, options, mutual funds, fixed income, ETFs, and alternatives—fed by robust Addepar portfolio data.

Intraday IBOR

  • Account for all trade activity throughout the day to ensure you are always trading on current and accurate data.

Scale Cost-Effectively Without Added Headcount

  • Grow your AUM and seamlessly expand to multiple custodians without proportionally scaling your operational headcount or introducing new tech debt. Flyer solution's intelligent exception handling and automation allow firms to broaden distribution and onboard new teams cost-effectively, keeping your focus on growth rather than manual workarounds.