Integrations & APIs
Extend it yourself. No consulting engagement required.
Connect the financial infrastructure you already run on. Build whatever is specific to your operation directly on top. No statement of work required.
Connects to what you already use
Custodians, venues, data and your existing stack
Custodians & prime brokers
Position and cash feeds for automatic reconciliation.
Exchanges & venues
Order routing and execution confirmations, in real time.
Market data & pricing
Pre-sourced feeds power backtesting, pricing and NAV.
KYC / AML providers
Investor onboarding checks, without leaving the platform.
Existing OMS / EMS
Keep your execution stack, add this underneath it.
General ledger / ERP
Push closed-period entries to corporate accounting.
Build on it directly
APIs for the data, scripting for the logic
Programmatic access to positions, trades, NAV, reconciliation status and investor data, over API, for anything you want to pull into a system of your own. Logic specific to how your firm operates, a non-standard fee calculation, a custom report layout, a notify-on-X automation, gets written as in-app scripting that runs inside the platform. Not a scoped and billed external project.
The same scripting surface also defines custom models on the Strategy Research page, one engine, two use cases.
Bring your own data stack
Not built yet: Slack and Atlassian for alerts and exception handling. ClickHouse, SQL, NoSQL and Parquet exports for your own warehouse or BI layer.