Copy trading that keeps every client account in sync
The execution layer for investment advisories. Link client broker accounts, run master-to-child copy trading, and manage multi-account capacity from one workspace.
Live copy blotter
sample desk
Master order mirrors to linked child accounts in sequence.
Works with the brokers your clients already use
Link child accounts across major Indian brokers. Your clients stay with their own demat and trading account; Connect mirrors execution through the broker APIs you enable.
- Zerodha
- Angel One
- Upstox
- Dhan
- Groww
- Fyers
- Alice Blue
- 5paisa
- Motilal Oswal
- IIFL
Built for how advisory desks actually trade
When your book moves, client accounts need to move with it. Connect is the software that carries execution across the desk.
One master, many accounts
Mirror executions across linked child accounts so your desk stays in sync without re-keying every order.
Broker-linked rails
Connect to accounts your clients already hold at supported brokers. Positions and fills stay where they belong.
Desk-ready capacity
Scale from a handful of linked accounts to a full practice with seats for the people who run the book.
Built for advisory workflows
Sized for investment advisories that already run client books and need execution software that keeps up.
From master order to linked accounts
01 Open your workspace
Request access and complete KYC for your investment advisory. We set up seats for your practice.
02 Link client broker accounts
Add accounts at supported brokers, up to your plan’s child-account limit.
03 Set master and sizing rules
Choose how each linked account follows: fixed lots, multipliers, or desk defaults.
04 Copy and monitor
Place once on the master path. Watch fills and status across the book in one blotter.
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Plans that scale with your book
Start with a small set of linked accounts or run a full desk. Every plan includes copy trading and multi-account rails.
Starter
- Child accounts
- Up to 5
- Seats
- Up to 1
- 1 advisory workspace seat
- Up to 5 linked child accounts
- Copy and multi-account rails
- Major broker integrations
- Email support
Practice
Common for growing practices
- Child accounts
- Up to 25
- Seats
- Up to 3
- Up to 3 advisory workspace seats
- Up to 25 linked child accounts
- Copy and multi-account rails
- Major broker integrations
- Priority setup assistance
Desk
- Child accounts
- Up to 100
- Seats
- Up to 10
- Up to 10 advisory workspace seats
- Up to 100 linked child accounts
- Copy and multi-account rails
- Major broker integrations
- Dedicated onboarding window
Questions
Investment advisories that manage multiple client broker accounts and want copy trading and multi-account execution in one workspace.
You place or route an order from your master setup. Linked child accounts follow according to the sizing and rules you configure. Orders clear at each client’s broker.
Connect links client accounts at major Indian brokers including Zerodha, Angel One, Upstox, Dhan, Groww, Fyers, Alice Blue, and more. Tell us which brokers your book uses when you request a workspace.
No. Clients keep trading with their own broker. You run the workspace. We bill the advisory for software capacity.
Seats for your team and a limit on linked child accounts. Larger desks pick higher capacity. Pricing is shared when you request a workspace.
Request a workspace and complete KYC for your investment advisory. We confirm your firm details, walk through broker linking, and turn on your plan.
Get your desk on Connect
Share your advisory details and complete KYC. We will follow up with plan options, broker-linking steps, and a go-live window.
- Software onlyNot investment advice, signals, or brokerage
- Built for SEBI RA / IA desksCapacity for seats and linked child accounts
- Clients keep their brokerDemat and trading stay at the client's broker