Add strategy capability without becoming a broker

What is the constraint you are working within?

Offering trading capability usually means either becoming a regulated broker or embedding someone else's front end. The first is a multi-year programme; the second surrenders the product experience that differentiates you.

The third option is to separate the layers: keep the customer journey, source the strategy lifecycle as infrastructure, and route execution through a licensed broker who carries the regulatory responsibility the framework assigns them. The perimeter stays where it is.

Where does the regulatory responsibility sit?

With the broker. Under NSE circular NSE/INVG/67858 of 5 May 2025, brokers are fully responsible and liable for all orders emanating through their client and vendor API systems, and algo providers are empanelled by the broker and treated as the broker's agents.

For a fintech platform that is the useful property, because it means the strategy layer can be adopted without inheriting execution liability. It also means the broker relationship is not optional and its procedures remain authoritative for each production rollout, the platform is one participant in a three-party arrangement rather than the principal.

What does the integration look like?

API-led. Your front end calls the strategy layer; the strategy layer validates, gates and routes through the broker connector. Client and account mapping, scoped credentials, approved endpoints and, where required, broker-whitelisted static IPs sit at the shared boundary.

Stretus web and mobile experiences can also be integrated directly, subject to deployment validation, where building the strategy UI yourself is not the priority. Both paths keep identity, consent and entitlements on your side.

What can you offer that you cannot today?

Guided strategy building from a plain-language description, backtesting with honest cost modelling, paper observation, governed discovery, custom indicators and portfolio monitoring, as product surfaces inside your own app.

Capability availability depends on tenant configuration, entitlements, connector readiness and deployment policy, so what a given integration exposes is a scoping decision rather than a fixed feature list.

Three ways to adopt it

Capability availability depends on tenant configuration, entitlements, connector readiness and deployment policy.

What are you responsible for, and what are you not?

You remain responsible for your customer relationship, your identity and consent model, and your own regulatory obligations as a platform. You are not responsible for execution: that sits with the licensed broker whose connection the orders leave through.

The framework makes that allocation explicit rather than negotiable. Under NSE circular NSE/INVG/67858 of 5 May 2025 the broker is fully responsible and liable for all orders emanating through their API systems, and an algo provider operates as the broker's agent. A three-party arrangement therefore has one clear principal for execution, and it is not you and not us.

What should you scope before starting?

Which broker or brokers you will route through, whether your users hold their own broker accounts or you introduce them, what identity mapping is required at the shared boundary, and which capabilities you want exposed at launch.

The broker question is the one that determines the timeline. Each broker relationship brings its own API surface, its own account and segment permissions, its own credential and IP requirements, and its own approval process, and broker and exchange procedures remain authoritative for each production rollout.