Consistent publication
Manage strategies through a defined verification and review workflow.
THE INSTITUTIONAL FIT
Keep the research, the version and the publisher connected.
Evidence with context
Keep the strategy version and supporting tests connected.
Governed access
Support eligibility checks, suspension and removal under broker policy.
ADOPTION, WITH INTENT
Start with the operating model.
Verify identity
Complete the broker’s publisher-eligibility process.
Build evidence
Prepare the strategy version and its supporting tests.
Submit for review
Apply the broker’s publication policy.
Maintain oversight
Review ongoing access and the record of changes.
EXPLORE THE CAPABILITIES
Evaluate what your team will use.
Intelligence & discovery
Strategy Discovery
Let eligible strategies be found, compared and reviewed in a governed discovery experience with publisher identity and supporting evidence.
Eligibility-controlledExplore Strategy Discovery
Testing & research
Backtesting & Improvement
Evaluate strategies against historical data, trading costs and stated assumptions. Compare versions with drawdown, risk and trade quality in view.
Core platformExplore Backtesting & Improvement
Integration & security
Remote Strategies
Bring signed, time-bounded order intents from private strategy infrastructure into a shared risk, monitoring and audit workflow.
Connector-dependentExplore Remote Strategies
Operations & audit
Monitoring & Audit
Connect strategy health, orders, latency, rejections and state changes with approval evidence, so teams can investigate what happened and why.
Core platformExplore Monitoring & Audit
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.