Headquarters:

525 7th Ave, New York, NY 10018

Year founded:

2004

Number of employees:

<80

Phone:

888 349 3593

Email:

Sales@flyerft.com

Website:

flyerft.com

LinkedIn:

linkedin.com/company/flyerft

Brian Ross

Chief Executive Officer

Brad Kellogg

Chief Financial Officer

Randy Prager

Chief Technology Officer

Leadership

Brian Ross is a leader in wealth management systems, securities trading systems, and financial messaging software. With over 20 years of experience at leading Wall Street software firms and major technology initiatives, he has worked at Thomson ILX, BlackRock, Trepp, and FlyerFT. A frequent speaker at financial services industry events, Ross holds degrees in science, engineering, and business from the University of Oregon, Johns Hopkins University, and Claremont Graduate University, with additional graduate studies in mathematics from the Courant Institute of New York University.

Chief Executive Officer

Brian Ross

Brad Kellogg is focused on revenue growth, including strategy development and partnerships. Previously, he held positions at Barclays and the New York Stock Exchange in electronic trading and worked as a software engineer in the defense industry. Kellogg holds an MBA from the New York University Stern School of Business and a BS in computer engineering from the George Washington University.

Chief Financial Officer

Brad Kellogg

Randy Prager has spent his career delivering technology solutions to the financial services market, specifically in capital markets and trading. Before Flyer, he led software development and technology teams at both startups and large companies, including JPMorgan, MarketXT, and Bloomberg. A graduate of Johns Hopkins University, Prager holds a double major in economics and electrical and computer engineering.

Chief Technology Officer

Randy Prager

Jaymin Patel

Chief Operating Officer

Jaymin Patel has experience delivering advanced technology and services for high-volume, multi-asset institutional securities trading, encompassing the full trade lifecycle. He builds international relationships with global investment banks, buy-side firms, exchanges, wealth managers, and custodians across the US, LATAM, Europe, and Asia by working closely with traders and technology teams to recommend, plan, and deliver solutions. Patel’s specialties include operations, account management, systems integration, FIX trading solutions, product management, and project management.

Chief Operating Officer

Jaymin Patel

Alex Trianine

Head of Sales

With over 20 years in the financial markets of New York, London, and Hong Kong, Alex Trianine brings deep expertise in business development and engineering management to FlyerFT. As head of sales, he leverages extensive knowledge of trading platforms, brokerage systems, buy-side solutions, and exchange products. Previously, Trianine held senior business development positions at CameronTec Group, MarketAxess, and tier 1 sell-side institutions. He holds a master’s degree from Stevens Institute of Technology and a BS from the New Jersey Institute of Technology. He is multilingual and an avid tennis fan.

Head of Sales

Alex Trianine

Tirdad Shojaie

Head of Platform Strategy

Rusty Sommer, CAIA, CTFA

Head of Partnerships and Marketing

Michelle Garrett

Head of Client Strategy

Pam Chhabra

Manager – Residential Strata

Tirdad Shojaie is a pioneer in managed account technology with over 20 years of experience building and leading teams by aligning strategy, product, and execution to scale wealth and fintech platforms. Previously, he served as head of product management for the APL platform at InvestCloud. He also brings over a decade of management consulting experience, along with senior leadership roles at Bank of New York and Lockwood Financial, focused on advisor experience, home-office transformation, and building platforms that compound value across asset managers, wealth managers, and advisors serving end clients. At Flyer, Shojaie focuses on advancing the platform and ecosystem through intelligent, insight-driven operating models.

Head of Platform Strategy

Tirdad Shojaie

Rusty Sommer has spent his career delivering technology solutions. He started in retail wealth management and later moved into institutional trading. After five years consulting for large asset and wealth managers on technology and process improvement, Sommer went on to lead investment product management at AssetMark. He has held senior roles at National City Bank, PNC Bank, FolioDynamix, and InvestEdge, bringing strong domain expertise across the full investment management lifecycle.

Head of Partnerships and Marketing

Rusty Sommer, CAIA, CTFA

Michelle Garrett is a dynamic, results-oriented leader with over 25 years of experience building and nurturing institutional client relationships within the financial services and wealth management industry. She possesses a deep understanding of the challenges and opportunities facing institutions today, particularly in scaling and evolving their businesses through the strategic use of technology. Prior to joining Flyer, Garrett had a distinguished career of over 20 years at Envestnet, where she held various leadership roles, successfully managing and mentoring relationship management and executive teams. She believes that technology empowers firms to optimize their front, middle, and back office, freeing up valuable time and resources to cultivate strong, long-lasting client relationships.

Head of Client Strategy

Michelle Garrett

Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager. As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.

Commercial Manager

Stephen McMillan

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Flyer Financial Technologies: transforming portfolio management and trading with end-to-end trade lifecycle automation and scalable connectivity

FINANCIAL PLANNING & GOALS-BASED SOFTWARE ANNUAL GUIDE

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Broker's Pick – Personal Accident and Illness Insurance

Turnaround time – claims

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BDM support

Adam Basaldella

Manager – Claims

Product Manager

Claire Watson

Commercial Manager

Stephen McMillan

“If we focus on our talent, then we know our clients will feel the RPS difference and choose us as their first call every time”

Adam Mazan, Risk Placement Services

“Our associates are our number one audience for engagement and support”

Adam Mazan, Risk Placement Services

Ivan Verescuk

Chief Executive Officer and Managing Director

Shaun O’Brien

Head of Underwriting

Emily Walker

Head of Strata and Development

Rex Oakman

Head of Operations and Risk

Sandy Newton

Head of Underwriting

Andrew Mitchell

Manager – NSW

Michael Prokopis

Manager – Southern Region

Pam Chhabra

Manager – Residential Strata

Jeffrey Valdivia

Manager – Commercial Strata

Adam Basaldella

Manager – Claims

Flyer is redefining the operational backbone of modern wealth management. As the industry shifts toward hyper-personalization and multi-asset diversification, Flyer’s cloud-native Co-Pilot platform provides the precision, scale and integrations executive leaders need to grow without requiring additional headcount. Co-Pilot’s Portfolio Management Solution and Order Management Solution unify the entire investment lifecycle. Real-time advisor to trader automation so advisors can quarterback the process while traders do the work Sophisticated UMA sleeve-level governance provides managed account platforms and Rep-as-PM programs the flexibility to implement their best thinking Dedicated fixed income tools allow advisors to view inventory and build portfolios eliminating the need for multiple tools and separate systems Automated tax-loss harvesting so clients get the most out of their investment advice Institutional-grade trading via the Flyer Trading Network (FTN) means access to new execution venues without the wait or maintenance By eliminating the friction between portfolio management and execution, Flyer enables firms to reduce operational drag, ensure rigorous compliance, and deliver superior advisor experiences. Discover why the industry’s leading brands trust Flyer to power their global trading and portfolio intelligence.

“Our associates are our number one audience for engagement and support,” says president Adam Mazan. “If we focus on our talent, then we know our clients will feel the RPS difference and choose us as their first call every time.” The firm has built robust programs for early talent, including college internships and mentoring relationships. The learning and development (L&D) program at RPS is another cornerstone of its employee support system. Through tailored learning paths, associates are empowered to take charge of their careers, broaden their experiences and advance within the organization. RPS places a high value on employee retention, investing in the growth and training of all employees – from early career professionals to seasoned experts. This investment is not just about skills development, but about setting employees up for long, fulfilling careers within the firm. Employee satisfaction is continuously gauged, ensuring that the company remains responsive to the needs and aspirations of its workforce. For clients and partners, RPS is a strategic ally committed to delivering successful outcomes. The company’s professionals leverage their deep expertise to craft customized solutions, handling each risk with care and precision. This same commitment to excellence is reflected internally, where employees are supported, valued, and given every opportunity to succeed. By prioritizing the human element of the insurance business, RPS proves that a company’s strongest asset is not its portfolio, but the collective talent and morale of its people.

Product overview

Co-Pilot is your all-in-one platform for managing multi-asset portfolios with precision and ease. Designed for wealth managers and broker-dealers, it centralizes order management, portfolio rebalancing, and compliance into a seamless experience.

Key features and capabilities

Multi-asset class equities, mutual funds, ETFs, fixed income, alternatives, single- and multi-leg options Account structures individuals and households unified managed accounts single- and multi-tiered models Intraday book of record real-time position management positions, tax lots, and cash balances multi-custodial support Portfolio management user-configurable dashboards account and group rebalancing model management Trade compliance rules-based engine pre-built or custom library audit trail Trade order management pre-trade controls and trade blocking limits, instructions, and algorithmic trading trade aways and commission calculations fully integrated FIX electronic trading Post-trade auto-allocation delivery to custodians and brokers integration with Omgeo CTM/DTCC ad hoc and custom extracts API access position management trade order management portfolio management

Integrations

Connects seamlessly with leading custodians, wealth platforms, and technology providers, including Morningstar, Orion, Envestnet, UBS, Tamarac, SmartX, Pershing, Charles Schwab, Nitrogen, Archer, Advyzon, Clearwater Analytics, Telement, Intelliflo, and d1g1t.

Flyer eliminates the operational headaches that slow you down. Every firm faces common challenges: fragmented systems, endless reconciliations, and the constant drag of legacy technology. Co-Pilot was built to solve these problems head-on – so your firm can focus on growth, not workarounds. With a single cloud-native platform, Co-Pilot unifies your order management, portfolio management, and APIs into one connected ecosystem. Eliminate execution headaches The pain: Managing orders across multiple assets, brokers, and custodians often means swivel-chairing between systems, dealing with errors, and losing time in volatile markets. The solution with Co-Pilot OMS: seamlessly manage multi-asset trading across equities, options, futures, ETFs, alts, and mutual funds automate the entire trade lifecycle – upload, block, route, and allocate – with audit-ready precision tightly integrated with the Flyer Trading Network, connected to hundreds of brokers and custodians trade confidently via a secure, fully redundant, scalable cloud interface Centralize your portfolio management activities. Start managing. The pain: Reconciling data across custodians and spreadsheets wastes hours – and creates risk. Compliance checks come too late, and model management turns into manual work. The solution with Co-Pilot PMS: centralize order generation, rebalancing, and UMA sleeve management sync positions daily with custodians, updated in real time with trades and cash balances automate tax-lot–sensitive trading, cash handling, and portfolio rebalancing integrated pre- and post-trade compliance monitoring to reduce costly errors tax loss harvesting and smart rebalancing with equivalents cash reserves and auto money market cash sweep Build the experience you want The pain: Most systems lock you into rigid workflows and interfaces. Customizing means long projects, costly middleware, and waiting on vendor timelines. The solution with Co-Pilot APIs: full suite of APIs for order generation, execution, allocation, and portfolio management on-demand intraday valuation powered by Co-Pilot’s Investment Book of Record (IBOR) build only the components you need – or control the user experience sandbox testing for rapid development and faster speed-to-market trade simulator to test the entire trade lifecycle Co-Pilot: your command center for modern portfolio management

How our product works

After-sales and customer services

From electronic trading infrastructure to enterprise wealth management, Flyer has spent 20 years building the platform that powers the industry. It serves over 1,800 investment managers, TAMPs, custodians, and RIAs across a cloud-native, multi-asset ecosystem, processing over 47 million trades per month and supporting more than 3,400 FTN connections, over 150 custodians, BDs, and other destinations, over 350 Co-Pilot firms, and more than 100 financial services professionals.

sales@flyerft.com

Where industry knowledge meets enterprise architecture Born from over 25 years of experience in the insurance industry, INTX emerged from the operational realities of underwriting, reinsurance, and insurance program management – combined with a dedicated software engineering team capable of translating those real-world challenges into modern platform architecture. Rather than starting as a technology experiment, the platform was developed as an enterprise system capable of supporting complex, multi-entity insurance organizations. Built by insurers for insurers, INTX reflects how insurance actually operates, where underwriting, capital management, accounting, accumulation monitoring, and compliance must function as a single coordinated system. The result? A system built from real industry experience, architected for scale across the global insurance market. Built by insurers for insurers, INTX was designed to reflect how insurance actually operates, where underwriting, capital management, accounting, accumulation monitoring, and compliance must function as a single coordinated system. Over time, this foundation evolved into what INTX defines as the InsurOS, a unified control layer designed to eliminate operating model fragmentation, reduce reinsurance leakage, and provide leadership with real-time visibility into financial and underwriting performance. These are areas where traditional policy administration systems were never designed to operate. INTX supports a wide range of organizations, including P&C carriers, MGAs, reinsurers, fronting insurers, program administrators, mutuals, captives, and organizations managing structural complexity across programs, jurisdictions, and capital providers. Integrated features for measurable impact Unlike traditional systems that separate underwriting operations from capital and financial management, INTX enables insurers to operate these functions within a unified environment, delivering measurable operational and financial impact, including: automated treaty allocation and recoverables 12,000–22,000 employee hours reclaimed annually reduced FTE dependency elimination of reinsurance leakage faster product launch velocity improved combined ratio performance through operational alignment deployment measured in weeks rather than years elimination of value and margin erosion caused by manual processes and layers INTX is AI-ready by design, enabling insurers to ingest and operationalize actuarial, compliance and client-specific models directly inside underwriting and claims workflows, not as external overlays. Looking ahead, INTX continues to focus on advancing the capabilities required for the next generation of insurance enterprises, including: advanced embedded AI and continuous learning capabilities expanding capital orchestration and reinsurance automation open-API ecosystem interoperability accelerating time-to-value through streamlined implementation models infrastructure designed for modern global insurance operations As insurers confront growing operational complexity, many are recognizing that fragmented legacy platforms can no longer support modern insurance economics. INTX was designed to solve that challenge by operating the entire insurance enterprise through a unified InsurOS.