Broker Integration for Research Analysts: Zerodha, Angel One, DhanFinuro lets your clients connect their own Zerodha, Angel One or Dhan account and place orders from your recommendations and model portfolios. Order status syncs back to the portal, and a paper broker lets clients try a strategy before using real money.  BROKER EXECUTION What does Finuro's broker integration support?Clients keep their own broker account. Finuro connects to it so they can act on your research in a few clicks. Zerodha, Angel One and DhanClients connect an account with any of the three supported brokers and can set one as their default. Orders from your researchClients place orders for your recommendations and model portfolio rebalances from the portal. Order status syncFinuro syncs orders back from the broker, including partly filled orders, so clients see where each order stands. Paper tradingA built-in paper broker lets clients follow a portfolio without placing real orders. WHY IT MATTERS Why connect clients' brokers?A call that takes ten taps to act on is a call many clients miss. Less frictionClients act on your research from the same portal where they read it. Fewer order mistakesOrders are prepared from your published call or portfolio, not retyped by the client. Clients stay in controlOrders go through the client's own broker account, and they confirm each one. Clear order statusSynced status, including partial fills, means fewer 'did my order go through?' messages. How broker execution worksStep 1 Client connects a brokerThe client links their Zerodha, Angel One or Dhan account from the portal. Step 2 You publish researchYou publish a recommendation or a model portfolio rebalance. Step 3 Client places the orderThe client reviews it and places the order through their own broker account. Step 4 Status syncs backOrder status, including partial fills, updates in the portal. |
Who is broker integration for?
It suits research analysts and advisers whose clients want to act on research without switching apps, and model portfolio providers whose clients need to place several orders at once when a portfolio is rebalanced. Clients keep their own trading account; Finuro connects to it.
How execution stays the client's decision
Orders are always placed by the client, through their own broker account, after they review them. Finuro does not hold client funds or securities and does not trade on a client's behalf. That keeps execution with the client while removing the friction of retyping an order.
How broker integration works inside Finuro
Connecting a broker
From the brokers page of your portal, a client logs in to Zerodha, Angel One or Dhan and links the account. Clients can link more than one account, choose a default and disconnect an account at any time.
Placing orders from research
When you publish a recommendation or rebalance a model portfolio, the client sees the order prepared from your levels or weights and places it through the connected broker. Customer trade execution can be switched on or off for your firm.
Order status, holdings and orders
Orders are synced back from the broker, including partly filled orders, so the client sees the current state. Holdings and orders are visible in the portal, and on your side the client record shows their holdings, orders and model portfolios.
The paper trading desk
Finuro also includes a paper broker. On the paper desk you trade from a simulated wallet that shows the margin required, with market or limit orders, normal or bracket orders with stop-loss and target, and intraday (MIS) or delivery (CNC) products. Trades can be modified or exited at market or at a limit. Paper analytics show realised P&L, profit factor, average win and loss, and best and worst trades, broken down by direction, order style and product. It is a safe way for clients to follow a portfolio, and for you to try a strategy, before real money is involved.
Finuro compared with asking clients to copy trades
| Step | Copying trades | With Finuro |
|---|---|---|
| Getting the order right | Client retypes symbol, quantity and price | Order prepared from your call or portfolio |
| Rebalancing many stocks | Several orders, often missed | All orders listed for the client to place |
| Knowing what was filled | Ask the client | Status synced from the broker |
| Trying before investing | Not possible | Paper broker |
Common use cases
A model portfolio rebalance
You change two weights in a portfolio. Each follower sees the orders needed, approves them and places them through their Zerodha, Angel One or Dhan account, and order status syncs back.
A swing call with a defined entry
Clients read the call in the portal and place the order through their connected broker without retyping the symbol or price.
Trying before investing
A new subscriber follows your portfolio on the paper broker for a month before connecting a real account.
Related Finuro features
- Model portfolio software: rebalances clients can execute
- Recommendation engine: calls clients can act on
- White-label platform: the branded portal where clients connect brokers
Frequently asked questionsCommon questions about broker integration in Finuro. Built for SEBI RAs and IAs Turn research into orders, in a few clicksLet clients act on your calls and portfolios through Zerodha, Angel One or Dhan, without copying trades by hand. |
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See how Finuro handles onboarding, recommendations, model portfolios, and billing for your advisory firm. Tell us a little about your practice and we'll walk you through the platform on a live call.