For Brokers
Turn your brokerage into an AI-native strategy platform
Stretus is designed to sit inside a brokerage: AI-native strategy creation, backtesting, governed discovery, portfolio monitoring and policy-gated execution, while you retain control of connectivity, approvals, risk policy and the client relationship. You add a differentiated product without rebuilding the lifecycle internally, and without giving up governance.
Software infrastructure only. No investment advice, no brokerage services, no guaranteed returns.
01 · Client experience
Broker digital channels
02 · The governed layer
Stretus AI Strategy Infrastructure
03 · Execution authority
Broker execution environment
Written for
Stockbrokers and bank-owned brokerages
What is the commercial problem?
Client engagement that stops at order placement. A brokerage app that only lets someone buy and sell gives a client no reason to return between trades, and no reason to prefer one broker over another on anything but price.
Building the alternative internally is a serious programme: a strategy builder, an instrument service, a backtesting engine with honest cost modelling, a validation layer, an approval workflow, a monitoring plane and an audit trail. Each is a quarter of engineering on its own, and none of them is the thing that differentiates a brokerage.
What is the market context?
Access has broadened while participation in derivatives has narrowed. CDSL investor accounts grew from 10 crore in November 2023 to 18.59 crore by June 2026, while the number of unique active individual equity-derivatives traders declined about 18% year on year in FY26.
SEBI's Press Release 50/2026 of 20 August 2026 reported that 87.7% of individual equity-derivatives traders incurred losses in FY26. That is regulatory context and not a Stretus performance figure, and the conclusion worth drawing from it is about process rather than about opportunity: leverage, expiry, liquidity and contract-selection risk require a more disciplined operating model than most retail journeys currently provide.
A broker offering that discipline, explicit rules, measurable evidence, visible drawdown, governed activation, is offering something the numbers say the market needs.
What exactly do you keep?
Brand, client relationship, identity, consent, entitlements and client journeys on one side. Account and segment permissions, pre-trade risk, eligible order routing, exchange-algo identifiers and approvals, and post-trade records on the other. Stretus occupies only the strategy lifecycle between them.
Under SEBI's circular of 4 February 2025, extended by circular SEBI/HO/MIRSD/MIRSD-PoD/P/CIR/2025/132 of 30 September 2025 and applicable to all stockbrokers from 1 April 2026, an algo provider is empanelled by the broker and treated as the broker's agent. NSE circular NSE/INVG/67858 of 5 May 2025 states that brokers are fully responsible and liable for all orders emanating through their IBT, STWT, Client API and Vendor API systems.
So the ownership model is not a commercial preference. It is the shape the framework requires, and a vendor architecture that blurred it would be a liability the framework places on you.
Where the commercial value sits
| Area | What becomes possible |
|---|---|
| Customer acquisition | A differentiated AI-native strategy experience; guided building, discovery, scanners and custom indicators; serving active traders, eligible SEBI-registered Research Analysts, HNIs and institutional teams |
| Engagement and retention | Reasons to return beyond placing an order: discovery, backtesting, watchlists, paper trading and monitoring in one place |
| Commercial models | Premium plans, scanners and advanced analytics; governed marketplace and configurable access models; API, remote-strategy and white-label deployment, all subject to your strategy and compliance approval |
| Risk and governance | Approvals and policy gates before eligible live orders; controlled egress and IP allowlists; F&O HALT-NEW at global, tenant and strategy scope; role-based access with tenant isolation and connected audit evidence |
How does a rollout actually run?
Progressively. Start with defined users and capabilities, validate the evidence, then widen scope. Each deployment establishes its own topology, capacity targets, security boundaries, observability, rollout phases and operating ownership during technical discovery.
The alternative, committing to a full rollout before anything is proven, is how these programmes acquire the reputation they have. Broker and exchange procedures remain authoritative for each production rollout, which means the sequencing is partly determined by your own approvals rather than by a vendor timeline.
What the control plane gives your teams
| Team | What they get |
|---|---|
| Product | Strategy approvals with rejection context; plans, access models and entitlement configuration; white-label branding where supported |
| Risk | Exposure by client, strategy, symbol and segment; order value and per-trade limits; daily and mark-to-market loss controls; F&O HALT-NEW at global, tenant or strategy scope |
| Compliance | Connected audit evidence; RA verification, activation and suspension; five-year audit retention; the record of what was refused and why |
| Operations | Order monitoring, latency and exceptions; strategy health; controlled egress assignment; remote API credentials with scopes, limits and IP allowlists |
| Engineering | Scoped credentials, approved endpoints, deployment topology and observability established during technical discovery |
Module availability depends on tenant configuration, plan entitlements, connector readiness and deployment policy.
What does the integration ask of you?
Client and account mapping, scoped API credentials, an approved endpoint set, and, where required, whitelisted static IPs. Then a scoping conversation about topology, capacity, security boundaries, observability and who operates what.
The static IP requirement carries the constraint most programmes discover late. Under NSE circular NSE/INVG/67858 of 5 May 2025, a client's mapped addresses may be updated at most once per calendar week, with secondary addresses permitted for redundancy. Registration and failover therefore have to be designed together, not sequentially.
If you do not expose a client-facing API today, the honest framing is that this is a larger piece of work with a different timeline, better said at the start than discovered in week six.
What we will not do
We will not tell you a multi-tenant cloud service suits a colocated estate when it does not, publish a price, imply a partnership with a broker we hold an adapter for, or claim a certification we do not have.
That last one is worth being concrete about: we hold no SOC 2 report and no ISO 27001 certification, and we will not give you a date for either. If a certification is a precondition for your procurement process, the useful moment to say so is now.
Ownership boundaries
Where Stretus sits in the stack
01 · Client experience
Broker digital channels
- Web
- Mobile
- APIs
Broker-owned
02 · Strategy lifecycle
Stretus strategy infrastructure
- Create
- Validate
- Backtest
- Activate
Stretus
03 · Execution authority
Broker execution environment
- OMS
- RMS
- Markets
Broker-owned
Broker-owned channels · policy-gated activation · OMS/RMS-authoritative execution
Stretus holds no exchange connectivity, no client funds and no securities
Benefits
Business benefits
Shorten time to market
Add differentiated strategy journeys without rebuilding the builder, backtester, discovery, monitoring and governance layers internally.
Govern every activation
Broker-defined eligibility, policy and execution controls apply before any strategy goes live.
Expand progressively
Begin with defined users and capabilities, validate the evidence, then scale with something to point at.
Keep the client relationship
White-label under your brand across web and mobile, with identity, consent and entitlements remaining yours.
Use cases
Enterprise operating situations
Illustrative operating situations. Availability varies by broker, exchange, account, connector and tenant.
- Challenge
- Adopt a strategy layer without moving trading infrastructure to a multi-tenant cloud service.
- Stretus role
- Deploy inside the broker's own estate, where data does not leave and the broker holds the keys.
- Outcome
- A new capability with the existing network and residency posture unchanged.
- Challenge
- Differentiate on product rather than on brokerage pricing.
- Stretus role
- Integrate the builder, backtester and governed discovery into existing app journeys under broker branding.
- Outcome
- A premium tier on infrastructure that already exists.
Security posture
Security considerations
- Your OMS and RMS stay authoritative
- Pre-trade risk and routing decisions remain yours. Platform controls are additive and sit before that point.
- Deployment inside your estate
- Self-hosted deployment is supported, in which case customer data remains within your own infrastructure.
- Controls you can switch off
- Marketplace access, publisher roles, asset coverage and eligibility are broker-configured, and HALT-NEW is available at global, tenant or strategy scope.
Answers
Frequently asked questions
Do we have to expose a client-facing API?
For most integration paths, yes, and if you do not have one today, the project is a larger piece of work than adding a strategy layer. It is better to scope that honestly at the start than to discover it in week six of a proof of concept.
Who is liable for orders placed through the platform?
You are. NSE circular NSE/INVG/67858 of 5 May 2025 places full responsibility and liability for all orders emanating through broker API systems with the broker, and an algo provider is treated as the broker's agent. Any vendor that softens this has not read the circular.
Can this be white-labelled?
Yes. API-led and white-label integration across broker web and mobile journeys is supported, with branding and custom domains where the deployment supports them.
What does it cost?
Commercial terms depend on deployment model and scale, and are a conversation rather than a published table. Arrange a working demonstration and we will scope it against your topology.
Ecosystem
Other solutions
For Fintech Platforms
Wealth platforms and fintechs can offer a governed strategy lifecycle while execution stays with an already-licensed broker.
For Research Analysts
Eligible verified SEBI-registered Research Analysts can manage, evidence and publish strategies under broker-governed verification, review and suspension controls.
Arrange a working demonstration
Review strategy creation, F&O contract handling, backtesting, broker controls and integration boundaries with the team. If you would rather talk to an engineer than a salesperson, say so and we will arrange that instead.
Risk and disclosure
Trading and derivatives involve risk of loss. AI output requires review. Backtests and simulations do not predict future results; live outcomes can differ because of costs, latency, slippage, liquidity, rejections, broker rules and market conditions. Availability varies by broker, exchange, account, connector and tenant. Product information only; not investment advice.