Streamline client collaboration and data management with Copilot
Copilot empowers grain marketing advisors to efficiently manage their clients' crop marketing data at scale while fostering collaboration through a unified system of record.
Copilot empowers grain marketing advisors to efficiently manage their clients' crop marketing data at scale while fostering collaboration through a unified system of record.
Copilot, our web based portal, transforms the way you manage crop marketing data, freeing your team to focus on what truly matters: providing expert guidance and nurturing client relationships.
Gain a clearer picture of your clients' risk exposure by bringing together futures and options trades with physical sales, across your client base - all in one place.
Newly released with ongoing
enhancements!
Copilot’s Brokerage feature is built for advisors who need a reliable way to manage board positions, organize hedging strategies, and map paper trades to physical bushels—without the manual headaches. While Copilot doesn’t execute trades, it empowers you with a real-time record of how your clients’ grain is protected and where exposure remains.
Map trades to a crop year or specific contract, so you know exactly which bushels are covered—and how.
Group related trades to track complex hedge strategies like calendar spreads or re-ownership plays.
View all open futures and options trades across your client list and filter by client, crop, or contract to spot gaps in coverage fast.
Enter trades manually or import them automatically from brokerage accounts—starting with StoneX, and soon CQG-compatible FCMs like RBC, Straits Financial, and ADMIS.
By automating routine tasks, Copilot empowers your team to shift from data entry to data-driven decision-making.
Gain comprehensive insights across your full client
base, by crop and year.Utilize individual and aggregate views for quick
analysis of sold percentages of each crop, average prices, and contract statuses.
Effortlessly upload, organize, and track contracts
in a centralized, secure database with advanced search, filter, and sorting capabilities
for efficient contract lifecycle management.Access detailed client performance history and
contract information, including pricing, delivery terms, and quality specifications, to
facilitate strategic planning and personalized client communication.
Generate comprehensive reports that provide deep
insights into sold percentages, unpriced contracts, and market exposure across various
commodities.Deliver tailored reports to clients communicating
open contracts that need attention, average prices, and updated sold positions.
Unlock the potential of your agricultural business with Copilot– where efficiency meets insight, and relationships flourish.
Effortlessly track and organize various contracts, eliminating tedious paperwork.
Maintain comprehensive records for improved transparency and compliance.
Efficiently handle operations at both individual farm and aggregate levels.
Leverage Combyne Capture for swift contract processing. Upload contracts and Combyne Capture will scan & read them, extract key details, and type the data in for you.
Copilot optionally syncs with the Combyne App, so your clients can enter grain inventories or sales records themselves.
Understand market exposure across your entire client base by viewing futures and options trades from multiple brokerage accounts, in one place.
Effortlessly consolidate data from multiple sources for comprehensive insights.
Streamline workflows and reduce manual data entry, saving time and minimizing errors.
Access clients' positions, historical notes, and key metrics within seconds.
To learn more about how Copilot can revolutionize your grain management process or to discuss custom integration options, contact our team today.
Chat with our team to learn more about how Copilot can help your business.
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