Co-Pilot
Co-Pilot revolutionizes portfolio management with its cloud-based, multi-asset trading platform designed for wealth managers. It seamlessly integrates portfolio and order management, featuring advanced order routing and a robust API. Users benefit from enhanced trading efficiency through innovative tools and workflows, facilitating effortless connectivity with custodians and brokers.
Top Co-Pilot Alternatives
Private Wealth Systems
Award-winning portfolio management and reporting software empowers sophisticated investors with unparalleled control.
PortfolioShop
Designed for investment professionals, this stock portfolio management software simplifies the complexities of fund structures by offering specialized tools for capital activity management, including side pockets and management fees.
HiddenLevers
The HiddenLevers Advisor Platform empowers wealth management firms to effectively assess client risk tolerance and stress-test portfolios.
NetWorth Advising Platform
Designed for RIA firms, NetWorth Advising Platform enhances operational efficiency and client engagement.
Toggle
Reflexivity, formerly known as Toggle AI, revolutionizes investment analysis with its Toggle Terminal, allowing users to effortlessly pose questions in natural language.
ATrad
Exceptional enterprise software solutions are delivered through a blend of expertise and structured processes, ensuring reliability and innovation.
MyStockPortfolio
Users can screen over 8,000 stocks, track holdings, and gauge market trends with instant stock...
StockCentral
StockCentral offers online portfolio management, robust dividend research, and advanced stock screening capabilities...
Portfolio Trader
Users can effortlessly track multiple portfolios and multi-currency holdings, benefiting from in-depth Profit & Loss...
Fund Manager
With versions designed for varying needs, users can seamlessly track an array of investments, including...
Fund Manager
Available in Personal, Professional, and Advisor versions, it caters to individual investors, professional traders, and...
Pebble Finance
With Pebble Explain, users gain instant insights into market movements and performance drivers, backed by...
Clear Street Studio
With powerful tools for portfolio analytics, real-time data access, and automation capabilities, it efficiently processes...
PORTAX After-Tax Portfolio Analysis
It evaluates up to 100 assets across 120 periods, providing insights on asset weight, market...
Kavout
By leveraging machine learning and over 200 factors, users receive timely, automated insights and signals...
Top Co-Pilot Features
- Multi-asset trading capabilities
- Cloud-based infrastructure
- Comprehensive order management
- Advanced order routing
- Customizable API integrations
- Real-time trading analytics
- Centralized portfolio management
- Effortless custodian connectivity
- Advanced trading tools
- Enhanced workflow optimization
- Unique portfolio allocation scenarios
- Development kits for developers
- Full service customer support
- Integrated FIX solution
- User-friendly interface
- Secure data protection
- Cross-border trading support
- Automated compliance checks
- Seamless integration with trading partners
- Continuous software updates.
Top Co-Pilot Alternatives
- Private Wealth Systems
- PortfolioShop
- HiddenLevers
- NetWorth Advising Platform
- Toggle
- ATrad
- MyStockPortfolio
- StockCentral
- Portfolio Trader
- Fund Manager
- Fund Manager
- Pebble Finance
- Clear Street Studio
- PORTAX After-Tax Portfolio Analysis
- Kavout
