Focus
$6,000 USD
Estimated 2–3 weeks
- One workflow and one documented interface.
- Up to 10 exception scenarios.
- Gap review.
Scoped expert engagement
Execution Workflow & Integration Design
Turn institutional operating requirements into specifications engineers can implement.
Choose a starting scope
Focus, Team or Extended.
Brokers, execution technology businesses and product teams defining a realistic operating and integration workflow.
Team
$12,000 USD
Estimated 4 weeks
- One end-to-end workflow and up to two documented interfaces.
- Up to 20 exception scenarios.
- Implementation backlog.
Extended
$20,000 USD
Estimated 5–6 weeks
- Up to two related workflows and up to three documented interfaces.
- Up to 30 exception scenarios.
- Tabletop walkthrough and readiness review.
Indicative fees in USD for the defined scope. Final scope, timing and commercial terms are confirmed in a statement of work. Estimated delivery periods begin after scope, usable inputs, authorized access and the kickoff payment are ready.
What you receive
Work your team can review and use.
- Order lifecycle and responsibility maps.
- Interface requirements, data contracts and dependency gaps.
- Exception handling, monitoring and human-intervention requirements.
- Implementation sequence and acceptance checklist.
Client inputs
What we need to begin.
- Current interface documentation and authorized access where required.
- A client operations contact, one agreed asset class and one operating jurisdiction.
Scope and limits
Keep the boundary clear.
- One interface means one named API version or client data format with up to five agreed operations.
- The base scope covers one asset class and one operating jurisdiction. One consolidated revision is included.
- This service delivers design and specifications. Connector coding, broker or venue certification, live routing, low-latency optimization and production operations are separately scoped.
- Design completion does not establish production certification, broker access or a completed integration.
Commercial details
No surprises between scope and handover.
Fees exclude taxes and third-party costs such as data, model/API usage and cloud services. Providers and spending caps are agreed in advance. Changes to scope require written agreement.
Read the Engagement ProcessStart with the difficult part
What does your financial AI need to get right?
Bring a non-confidential brief. We will explore fit, then define a bounded engagement together.
Request a Scoped Proposal
Complimentary 30-minute fit discussion.
No wallet or trading account required.