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Broker Partnership Programme

Give Your Clients an Algorithmic Edge

Integrate SFZ Capital's strategy configuration workflow, backtesting engine, and paper-trading environment into your brokerage so clients can research, validate, and monitor systematic strategies in one place.

Strategies Created
Backtests Run
Positions Entered

What Your Clients Get Access To

A configurable client workflow for strategy setup, validation, and paper execution that can be scoped around your brokerage integration.

Visual Strategy Builder

Guided strategy configuration for indicator logic, signal rules, and trade-management settings without requiring clients to code the workflow themselves.

Execution-Aware Backtesting

Historical validation with realistic spread, slippage, and commission assumptions plus exports, diagnostics, and strategy comparison workflows.

Paper Trading Environment

Risk-free simulated execution so traders can validate strategies before committing real capital through your platform.

Real-Time Dashboards

Strategy status, trade review, backtest history, and performance analytics that keep clients informed and engaged.

Risk Management Suite

Risk controls for stop management, capital allocation, drawdown review, and strategy-level trade discipline.

User Workspace Controls

Account-scoped strategy, backtest, and paper-trading workflows that can be reviewed and integrated with your client experience.

Client Journey Configure, validate, stage, and monitor inside one broker-facing surface.

Clients move through one guided pipeline instead of stitching together third-party tooling and spreadsheets.

Partner Controls Keep entitlement, routing, and rollout decisions aligned with your brokerage stack.

SFZ handles the strategy workflow while your team stays in control of account scope, data access, and execution boundaries.

Retention Loop Give active traders more to do between discovery, testing, and paper execution.

That increases repeat sessions and keeps research, validation, and broker-side order intent under your umbrella.

The Retention Problem — Solved

Retail brokers lose traders to competing platforms that offer better tooling. We close that gap.

Desk Signal More trader sessions stay inside your own environment.

Strategy design, validation, and simulated execution happen in the same branded workflow instead of leaking to external apps.

Revenue Surface Higher-frequency research naturally supports more order intent.

Clients who actively iterate on systems, backtests, and paper positions have more reasons to stay engaged with your brokerage.

Rollout Control Launch in phases with partner review before opening the full flow.

We help structure entitlements, disclosures, and staged activation so your product team can ship deliberately.

The Problem
  • Clients churn to platforms with algorithmic tooling
  • Manual traders execute fewer orders over time
  • Building in-house algo infrastructure is costly
  • Regulatory complexity slows internal development
The SFZ Capital Solution
  • Strategy, backtest, and paper-trading workflows clients can use in one system
  • Automated strategies drive higher order frequency
  • Plug-in integration — no heavy engineering lift
  • Structured integration planning with partner review before launch
Strategy
Clients can configure rule-based strategies without building custom tooling from scratch.
Validation
Backtesting and paper execution give traders a place to test before risking capital.
Review
Analytics, exports, and partner review workflows support rollout and ongoing monitoring.

Broker-Native Integration Surface

Map account access, strategy workflow, market data, and execution controls into one partner-ready operating surface instead of bolting on a generic widget.

Identity + Scope Connect accounts, permissions, and broker-side entitlements first.

We shape the experience around the clients, roles, and surfaces your brokerage actually wants to expose.

Market + Routing Keep validation logic close to your market data and execution model.

Backtesting assumptions, paper fills, and order-routing references stay aligned with how your environment operates.

Launch + Review Roll from sandbox to production with joint compliance and product review.

That lets your team monitor adoption, tighten workflows, and open new capabilities in controlled stages.

1

Technical Scoping

We map your order-routing, account, and market-data APIs to plan the integration touchpoints.

2

Sandbox Development

A dedicated staging environment is provisioned with your API credentials for end-to-end testing.

3

Compliance Review

Joint review of data handling, audit-trail requirements, and regulatory disclosures before go-live.

4

Production Launch

Phased rollout to your client base with monitoring dashboards and a dedicated support channel.

Broker Operations Snapshot

Connection Status? Connected
API ProtocolREST
Order RoutingBroker-directed execution
Market Data FeedLive quote/trade streaming
Compliance WorkflowPartner review before launch
REST + WebSocket
REST-based order/account workflows with live market streaming channels
Supported Broker Adapters
Current production adapters are Alpaca and Binance, with integration scoping handled per partner
API Key Credential Flow
Secure API key and secret connection model for broker account linking

Brokerage Partnership Enquiries

If you represent a brokerage, prop firm, or financial institution, send your integration enquiry and our team will respond directly.

Send Partnership Enquiry

Please include your brokerage name, role, and integration goals.

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Direct Partnership Contact

For brokerage partnership discussions, contact our team directly:

contact@sfzcapital.com

Live deployment is coordinated with partner broker integrations. There is no public broker waitlist or separate account creation path for this programme.

White-label Broker-facing surfaces tailored to your rollout.
Sandbox Joint staging for workflow and routing review.
Launch Guardrails Partner review before client-facing release.

Response Window

We typically respond to qualified brokerage enquiries within two business days.