Institutional solutions
Built for institutions.Defined by clients.
Mandate design, desk execution, broker connectivity and institutional oversight for private investors, family offices and professional desks—parameters before exposure.
Access is subject to eligibility, jurisdiction and compliance review.
/ Who we serve
Different operating models. One platform relationship.
Institutions and professional clients operate under different mandates. Kodiac serves them through one integrated layer—execution, connectivity, risk and reporting.
Professional Investors
Mandate-led desk strategies, supported broker connectivity and centralized monitoring for sophisticated individual capital.
Jump to sectionProprietary Trading Firms
Systematic strategy deployment, multi-account operations, predefined risk oversight and professional reporting.
Jump to sectionAsset Managers
Controlled mandate workflows, operational oversight and structured reporting for professional portfolio environments.
Jump to sectionFamily Offices
Broker connectivity, mandate oversight, risk monitoring and consolidated visibility across capital relationships.
Jump to sectionBrokers and Fintech Platforms
Integration paths and platform workflows designed to complement supported brokerage and fintech environments.
Jump to sectionInstitutional Desks
Custom execution, connectivity, monitoring and reporting for professional and multi-account operations.
Jump to sectionMore than a retail trading interface.
Deploy mandate-aligned strategies on connected brokers with clear risk budgets and one operating view.
Discuss private accessWhat the relationship includes
- Mandate orchestration
- Broker connection
- Account risk budgets
- Live execution monitoring
- Performance analytics
- Professional support
Systematic infrastructure for desk operations.
One layer for strategies, accounts, controls and execution reporting across the firm.
Discuss desk infrastructureWhat the relationship includes
- Multi-account operations
- Strategy allocation
- Exposure limits
- Centralized monitoring
- Exception visibility
- Activity reporting
Controlled workflows for sophisticated capital.
Mandate design, broker connectivity, monitoring and structured reporting—built for long relationships.
What the relationship includes
- Mandate configuration
- Account allocation
- Broker connectivity
- Risk visibility
- Performance reporting
- Institutional onboarding
Kodiac does not provide custody, legal fiduciary services or discretionary portfolio management unless separately contracted, licensed and disclosed.
Technology that complements existing infrastructure.
Integrate mandate and monitoring infrastructure under an approved commercial model.
Discuss a platform integrationWhat the relationship includes
- Platform integration review
- Broker connectivity
- Strategy infrastructure
- Client segmentation
- Operational monitoring
- White-label assessment
Flexible infrastructure for complex operations.
Custom connectivity, accounts, mandate deployment, monitoring and reporting.
Request a discussionWhat the relationship includes
- Custom connectivity
- Multi-account visibility
- Account segmentation
- Operational permissions
- Execution monitoring
- Custom reporting
/ Core capabilities
One platform layer, shared by every mandate.
Desk Execution
Deploy approved strategies with controlled, mandate-led workflows.
Learn moreBroker Connectivity
Connect supported broker accounts—capital stays with the broker.
Learn moreExecution Layer
Coordinate strategy, accounts and order flow in one framework.
Learn moreRisk Oversight
Risk budgets and exposure visibility designed into the mandate.
Mandate Analytics
Clear execution and strategy reporting for professional review.
Secure Operations
Controlled access and resilient platform administration.
Learn more/ Onboarding
Discovery to controlled activation.
Every engagement follows a structured assessment before approved mandate scope is activated.
Discovery
Review client type, objectives, markets, brokerage environment and expected mandate scope.
Eligibility and compliance
Evaluate jurisdiction, classification, documentation and applicable access requirements.
Technical integration review
Confirm supported broker environments, platforms, permissions and connectivity methods.
Mandate configuration
Define approved workflows, account structure, risk budgets, strategy settings and reporting.
Controlled activation
Activate the approved platform scope with operational monitoring and ongoing review.
/ Standards
Built on discipline. Defined by transparency.
Defined scope
Every engagement starts with an approved client and mandate scope.
Controlled access
Permissions and workflows match the approved use case.
Operational visibility
Execution, accounts and activity stay under continuous oversight.
Provider boundaries
Brokerage, custody and pricing stay with the applicable provider.
Important information
Kodiac provides the mandate and platform layer—orchestration, connectivity, monitoring and reporting. Available scope depends on client type, broker, integration, jurisdiction and agreement.
Brokerage, custody, pricing and order execution stay with the broker under their terms.
Access does not guarantee performance, execution outcomes or suitability for any client or mandate.
Next step
Begin with the priorities behind the capital.
Share your brokerage setup, mandate objectives and reporting expectations—we review fit before access.