WEST PALM BEACH – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), announced a partnership with Flyer Financial Technologies (‘Flyer FT’) and its Co-Pilot OEMS, a cloud-based order and execution management platform. The integration of Flyer FT’s Co-Pilot OEMS and SMArtX’s UMA technology streamlines broker and custodial connectivity while expanding trading services and capabilities for advisors and asset managers using the SMArtX platform.

By integrating Co-Pilot OEMS via API, SMArtX clients will have full control over order instructions, order routing, and post trade allocation processing, while maintaining real-time visibility that supports ongoing portfolio management updates from advisors, model managers, and other platform participants. As a result, traders will improve execution quality and scale their middle and back-office trade operations.

“SMArtX is thrilled to partner with a leading WealthTech firm like Flyer FT to bring best-in-class trading capabilities to the managed accounts industry,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “This partnership will support asset managers and managed accounts providers that need a better way to deliver their services at scale.”

The partnership will enable traders at SMArtX enterprise firms, TAMPs, independent broker-dealers, and other providers to effortlessly trade at scale with a seamless experience. It will also assist asset managers looking to scale their middle and back-office operations while supporting accounts across multiple custodians. Flyer Trading Network is connected directly to over 100+ brokers and custodians supporting SMArtX’s current roster of 7 custodians and expansion plans for adding 2 more custodians.

“Flyer is excited to work with an innovative firm like SMArtX to enable a shared vision of delivering a feature-rich trade order management platform,” said Brian Bleasdell, Chief Product Officer of Flyer FT. “By using the Co-Pilot API, SMArtX has greatly enhanced their order management workflows and overall trading capabilities. The API enables third-parties, such as SMArtX, to integrate advanced OEMS functionality and trading connectivity in a fraction of time that it would have taken to build in-house.”

The partnership lays the groundwork for the next stage of SMArtX’s technological expansion: an end-to-end standalone portfolio management solution designed to support managed accounts across custodians for asset managers, while continuing to advance the capabilities of the SMArtX TAMP. 

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