Broker connectivity · Keep the relationship
Keep your broker.Add the Kodiac layer.
Mandate orchestration, desk execution, monitoring and reporting on supported brokers—custody and pricing stay with yours.
Availability varies by broker, account type and jurisdiction.
/ 01 — Operating model
Clear responsibilities, every connection.
Kodiac sits on top of supported brokers—it does not replace account, custody, pricing or market execution.
Client
Your brokerage account, permissions and relationship with the provider.
Broker
Account infrastructure, market access, pricing, custody and order handling.
Kodiac
Mandate layer—orchestration, monitoring, risk oversight and reporting.
Integration layer
Approved data and execution workflows through supported connectivity.
/ 02 — Integration architecture
Connectivity built around the broker environment.
Available methods depend on broker, platform, account type, permissions and technical capability.
Platform integration
Connect through supported trading platforms and accounts.
API connectivity
Approved API workflows where the broker supports them.
Connected account execution
Mandate-aligned desk workflows across eligible connected accounts.
Multi-account operations
Centralized monitoring across supported accounts.
Read-only data connectivity
Visibility without trading permissions when that is all you need.
Custom integration review
Technical review for institutional or broker-specific needs.
Supported environments
Explore available broker integrations.
Supported brokers and platforms—connection methods vary by provider.
Exness
Directory listing
IC Markets
Directory listing
Pepperstone
Directory listing
Vantage
Directory listing
XM
Directory listing
FP Markets
Directory listing
Eightcap
Directory listing
Alpari
Directory listing
Axi
Directory listing
AvaTrade
Directory listing
ActivTrades
Directory listing
BlackBull Markets
Directory listing
Directory listings only — not endorsement or partnership. Features vary by provider.
View all integrations/ 03 — Connected operations
From connection to mandate oversight.
Integration review → desk execution → reporting in one path.
- Assessment
Integration review
Confirm broker, platform, account type and available connectivity.
- Access scope
Permission setup
Set access level, account permissions and operational scope.
- Parameters first
Mandate configuration
Apply strategy settings, allocations and risk budgets before exposure.
- Go live
Connected desk execution
Run eligible workflows through the supported broker environment.
- Oversight
Monitoring and reporting
Track activity, status, exposure and reporting in one operating view.
/ 04 — Multi-broker infrastructure
One operating view across every environment.
Multiple brokerage relationships—centralized visibility across supported integrations.
Consolidated across brokers
- Account-level monitoring
- Strategy allocation visibility
- Execution activity tracking
- Operational status monitoring
- Exposure oversight
- Consolidated reporting
Data availability, sync and reporting scope may differ by broker and integration method.
/ 05 — Access control
Connectivity based on defined permissions.
Approved access levels, account permissions and controlled mandate workflows.
Permission scope
Only the access required for the approved mandate workflow.
Credential protection
Secure handling for supported connection methods.
Administrative oversight
Visibility over connected environments and actions.
Activity records
Structured records of connection and execution activity.
Revocation and disconnection
Review, disable or disconnect through the applicable workflow.
/ 06 — Who connects
Connectivity for different professional models.
Professional investors
Eligible brokerage accounts with desk execution, monitoring and reporting.
Proprietary trading firms
Account environments, strategy allocation and operational oversight.
Asset managers & family offices
Controlled mandates, connected brokers and structured reporting.
Brokers & fintech platforms
Integration workflows and platform connectivity that complement existing rails.
Institutional desks
Custom connectivity for multi-account and professional execution.
Important information
Kodiac provides the mandate and platform layer—orchestration, monitoring and reporting. Brokerage, custody, pricing and market execution stay with the broker under their terms.
Broker support does not imply endorsement, partnership or identical functionality across providers.
Availability depends on jurisdiction, eligibility, account type, integration and compliance review.
Next step
Discuss your broker environment.
Share broker, platform and account structure—we review available connectivity options.