Keep existing authority
Retain the broker’s client relationship, risk policy and execution environment.
WHY IT MATTERS
An integration with clear responsibilities.
Define the connection
Scope credentials, endpoints and network requirements before rollout.
Treat readiness explicitly
Distinguish an implemented adapter from an enabled live route.
THE OPERATING MODEL
What happens, and in what order.
Scope
Confirm the broker, account model and required segments.
Map
Agree identities, instruments and permitted endpoints.
Connect
Configure credentials and network controls.
Prove
Validate the route and its operating requirements.
MAKE THE EVALUATION CONCRETE
Ask to see it.
Use these demonstrations to test the fit with your institution. Capability descriptions are a starting point, not independent assurance.
- Confirm the exact account and segment scope.
- Test permissions and credential lifecycle.
- Review order-state and exception handling for the route.
QUESTIONS, ANSWERED
The questions that matter.
Bring the next question to a focused product and architecture conversation.
Which adapters are documented?
Upstox, Zerodha, Angel One and Dhan are listed as implemented in the supplied inventory.
Does an adapter mean every instrument is live?
No. Account, segment, connector, catalogue, entitlement and deployment conditions still apply.
Who controls market connectivity?
The broker retains its market connectivity and authoritative order and risk environment.
CONNECTED CAPABILITIES
Continue the evaluation.
START WITH YOUR REQUIREMENTS
Bring your operating model.
Let’s map the fit.
Discuss the client journey, enabled scope and institutional controls that matter to your team.