Platform

Platform Overview

The complete investment infrastructure stack — from account opening to trade settlement to compliance reporting. Deploy one module or all six.

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Architecture

Built as infrastructure, not a product add-on

The platform diagram shows exactly how Eko sits between your existing core banking system and the investment product layer.

Eko platform architecture diagram showing integration layers from core banking systems through Eko middleware to investment products

Modules

Six modules. One complete stack.

Account Management API

Open, manage, and close brokerage sub-accounts on behalf of your customers. Full KYC/CIP integrated — no separate identity verification vendor required. Each account is a sub-account under Eko's custodial structure, invisible to your end customer.

POST /accounts KYC/CIP integrated Sub-account model Webhooks

Order Routing Engine

Smart order routing across equities, ETFs, and fixed income. Best-execution reporting generated automatically for each trade — satisfying FINRA Rule 5310 requirements without manual workflow. Supports market, limit, and fractional orders.

POST /orders Best-execution logs Fractional support FIX protocol

Compliance Automation

Pre-built AML transaction monitoring, KYC refresh workflows, and FINRA reporting exports. The compliance module ships with a pre-populated policy template library reviewed against BSA, FINRA Rule 4511, and GLBA requirements.

AML monitoring KYC refresh FINRA 4511 SAR workflow

Portfolio Reporting

Real-time and end-of-day portfolio data streamed to your systems via API or embeddable web widgets. White-labeled to your institution's brand — your customer sees their bank's interface, not Eko's.

GET /portfolios WebSocket stream Embeddable widget White-label

Fractional Shares Engine

Enable investment minimums as low as $1 — critical for CRA investment credit and reaching underserved communities. Fractional positions are aggregated at Eko's custodial level; your institution sees whole-number accounting.

$1 minimum CRA eligible Aggregated custody

Webhooks & Event Streaming

Real-time event notifications for account state changes, order fills, compliance flags, and portfolio rebalances. Configurable retry logic and payload signing — drop into any event-driven banking architecture.

HMAC-signed payloads Retry with backoff Event filtering

Integrations

Connects to the systems you already run

Eko's middleware layer handles the translation between your existing core banking system and the investment API — no custom integration work required for the major platforms.

FiServ DNA / Signature
Jack Henry SilverLake / Symitar
Temenos Transact
Custom Core via REST
Open Banking / FDX
Webhook-based Event Push

Ready to evaluate the full platform?

Schedule a technical walkthrough with our engineering team. Sandbox access available same day.

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