Platform · Direct access
Direct access.Institutional discipline.
Execution, mandate control, risk oversight and reporting—delivered through one integrated platform layer for professional capital.
Access subject to eligibility, jurisdiction and compliance review.
/ 01 — Architecture
An integrated platform for professional markets.
Built for combining execution, mandate design and oversight with institutional discipline—across supported brokerage environments and desk workflows.
Desk Execution
Systematic strategies run through controlled workflows—disciplined entry, exit and sizing aligned to the mandate.
Market Connectivity
Connect supported brokerage environments while Kodiac retains orchestration, monitoring and reporting in one layer.
Integrated Platform
Execution logic, market conditions and operational controls coordinated through a single institutional framework.
Risk Oversight
Account, strategy and exposure controls defined before activation—with continuous monitoring across connected accounts.
Mandate Analytics
Structured reporting on activity, strategy behaviour and risk metrics—built for professional review, not retail dashboards.
Secure Operations
Controlled access, availability and resilience designed for serious capital and administrative oversight.
/ 02 — Operating model
From mandate to controlled execution.
You keep the broker. Kodiac runs the mandate layer—end to end, with desk discipline.
- 01
Mandate
Objectives, markets, risk budgets
- 02
Connect
Broker or approved venue
- 03
Deploy
Desk strategies on the Kodiac layer
- 04
Monitor
Risk and execution in real time
- 05
Report
One operating view for review
/ 03 — Execution & connectivity
Keep the brokerage relationship. Add the Kodiac layer.
One mandate and execution layer on top of your broker—not a replacement brokerage.
Kodiac layer
What we operate
- Runs mandate-aligned strategy logic
- Enforces risk budgets in the process
- Monitors every connected account
- Surfaces exceptions as they arise
- Centralized desk reporting
Your broker
What remains yours
- Capital stays in your broker account
- Your existing brokerage relationship
- Orders route on the broker’s rails
- Pricing and venues remain theirs
- Supported MT4 / MT5 environments
Instruments, pricing and latency remain with the brokerage environment.
See supported brokers/ 04 — Risk oversight
Parameters before, during and after execution.
Serious capital needs more than automation. Kodiac builds monitoring and risk-control workflows into the platform—so discipline is structural, not optional.
Mandate risk budgets
Strategy parameters and operational bounds agreed before capital is put to work.
Account-level controls
Permissions and settings aligned to the approved mandate—not left to ad hoc discretion.
Exposure monitoring
Track exposure across connected environments through centralized oversight.
Execution visibility
Review activity and operational status in workflows built for professional desks.
Exception signals
Surface exceptions and activity signals for timely operational review.
Performance & risk reporting
Structured reporting for review of activity, risk metrics and mandate alignment.
/ 05 — Who it serves
Built for professional operating models.
Institutions, desks and sophisticated clients operate under different mandates—Kodiac serves them through one integrated platform relationship.
Professional Trading Desks
Centralize deployment, connected execution and operational monitoring across desk activity.
Proprietary Trading Firms
Coordinate systematic strategies, account environments and risk parameters through one platform layer.
Asset Managers & Family Offices
Support controlled mandates, execution oversight and structured reporting for sophisticated capital.
Brokers & Fintech Platforms
Integration and strategy infrastructure designed to complement supported brokerage environments.
Professional Investors
Access institutional-grade infrastructure subject to eligibility, suitability and jurisdiction.
/ 06 — Principles
Built on experience. Defined by alignment.
Discipline
Defined permissions, strategy settings and operational parameters before exposure.
Transparency
Centralized monitoring across execution activity and connected environments.
Resilience
Architecture designed for continuity, availability and operational reliability.
Alignment
Structured records, reporting and oversight tied to each client’s mandate.
Evaluate Kodiac for your mandate.
Discuss objectives, brokerage environment, risk parameters and platform fit with the Kodiac team—structured, confidential, eligibility-led.
Submitting an enquiry does not guarantee platform access, account approval, broker availability or suitability for any particular strategy or jurisdiction.