Execution and market connectivity
Prospective trading venues, execution providers and financial intermediaries. Outline supported instruments, client locations, quote or order access, execution records and the role your firm would perform.
PARTNERSHIPSConnect capabilities.
Connect capabilities.
Define the responsibility.
We welcome discussions with prospective execution, clearing, data and technology partners around a specific institutional workflow and an agreed division of responsibility.
INITIAL COLLABORATION PRIORITIES
Partners for a connected institutional workflow.
Listed futures and clearing arrangements
Prospective futures commission merchants (FCMs) and related service providers. Describe account, customer-funds, clearing and reporting responsibilities, onboarding requirements and the interfaces available for a permitted introducing relationship.
Licensed data and research
Market-data and specialist information providers. Specify coverage, source definitions, timestamps, permitted commercial use, redistribution rights, retention and service support.
Enterprise technology and delivery
Providers of account interfaces, identity controls, reconciliation, monitoring, security and recovery capabilities. Describe an integration boundary, sample records and the testing or handover required.
A CLEAR DIVISION OF WORK
Put responsibilities into the proposal.
Business role and client relationship
Identify the contracting entities, intended institutional clients, applicable locations and which party performs each activity. Describe relevant permissions and the evidence available for review.
Orders, assets and records
Map any instruction flow and identify who is responsible for execution, clearing, customer assets, source records and reconciliation. The proposed introducing model places customer funds with the responsible FCM.
Data, access and operating support
Specify permitted uses, account authorizations, roles, sensitive-action approvals and client isolation. Agree how outages, exceptions and data corrections reach an accountable owner.
Commercial terms and acceptance
Separate company service fees from venue, clearing, data and other third-party charges. Define deliverables, acceptance evidence, support, termination and the transfer of records or connections on exit.
FROM INTRODUCTION TO A DEFINED SCOPE
Begin with a sample workflow.
- 01
Discover
Document the institution, users, existing systems and one measurable workflow.
- 02
Define
Agree the scope, data rights, responsibilities and acceptance criteria.
- 03
Connect
Map interfaces and permissions using approved access and sample records.
- 04
Validate
Test reconciliation, failure recovery and user acceptance against the agreed scope.
- 05
Handover
Deliver operating documentation, training and a defined support boundary.
YOUR PARTNERSHIP BRIEF
What to include in the first conversation.
The organization and fit
- Your organization, website and contact
- The capability and the institutional need it addresses
- Supported instruments, locations and client types
- Your proposed role and relevant operating responsibilities
The practical delivery
- Interfaces, sample records and permitted data uses
- Approval, exception and support responsibilities
- Dependencies, proposed timing and acceptance criteria
- Commercial structure and significant third-party costs
A concise non-confidential brief is sufficient for an initial assessment. Technical review, partner selection and the terms of any appointment would follow separately.
CONNECT WITH SOLIRION
Contact partnerships Propose a specific working relationship.
Email partnerships@solirion.com with your organization, the capability you provide and the institutional workflow you would like to discuss.