Protect proprietary logic
Keep the strategy implementation in the external research environment.
WHY IT MATTERS
Connect intent, not source code.
Keep a common control path
Remote strategies use platform risk, monitoring and audit controls.
Start with observation
A remote strategy begins as a draft, with paper observation as the default path.
THE OPERATING MODEL
What happens, and in what order.
Connect
Configure the permitted push or pull integration.
Authenticate
Apply scoped credentials and signed, time-bounded intents.
Observe
Review the draft and paper-observation workflow.
Control
Use eligible activation, risk and monitoring controls.
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.
- Inspect the handling of an expired intent.
- Demonstrate credential scope and allowed sources.
- Follow one intent through the monitoring record.
QUESTIONS, ANSWERED
The questions that matter.
Bring the next question to a focused product and architecture conversation.
Is proprietary source code transmitted?
The documented model exchanges order intents rather than the proprietary strategy logic.
Does remote connectivity bypass approval?
No. Remote strategies begin in draft and use the governed observation and activation path.
Are both push and pull supported?
The inventory describes both integration models, subject to configuration and readiness.
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.