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Broker connectivity

Keep your broker.Run Qorix on top.

Orchestration, monitoring and reporting on supported brokers — custody stays with yours.

Availability varies by broker, account type and jurisdiction.

/ 01 — Operating model

Clear responsibilities, every connection.

Qorix sits on top of supported brokers — it does not replace account, custody, pricing or execution.

Client

Your brokerage account, permissions and relationship with the provider.

Broker

Account infrastructure, market access, pricing and order handling.

Qorix

Orchestration, monitoring, risk controls and reporting on the platform.

Integration Layer

Approved data and execution workflows through supported connectivity.

/ 02 — Integration architecture

Connectivity designed around the broker environment.

Depends 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

Strategy orchestration 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.

/ 03 — Connected operations

From connection to centralized oversight.

Integration review → connected execution → reporting in one path.

  1. Integration review

    Confirm broker, platform, account type and available connectivity.

    Assessment
  2. Permission setup

    Set access level, account permissions and operational scope.

    Access scope
  3. Strategy configuration

    Apply strategy settings, allocations and risk parameters.

    Risk first
  4. Connected execution

    Run eligible workflows through the supported broker environment.

    Go live
  5. Monitoring and reporting

    Track activity, status, exposure and reporting in one place.

    Oversight

/ 04 — Multi-broker infrastructure

One 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 workflows.

Permission Scope

Only the access required for the approved 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 operating models.

Professional Traders

Eligible brokerage accounts with execution, monitoring and reporting.

Proprietary Trading Firms

Account environments, strategy allocation and operational oversight.

Asset Managers and Family Offices

Controlled mandates, connected brokers and structured reporting.

Brokers and Fintech Platforms

Integration workflows, strategy infrastructure and platform connectivity.

Institutional Trading Desks

Custom connectivity for multi-account and professional execution.

Important information

Qorix provides technology, orchestration, monitoring and platform services. Brokerage, custody, pricing and 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.

Enquiry is not a guarantee of accessIntegration availability varies by broker