Trust and Risk

Custody separation, explicit controls, and auditable execution.

OpenEXA never holds client funds. Custody remains with your broker while execution authority is policy-bound.

Funds stay in your brokerage account. OpenEXA provides execution authority through API permissions only.

Append-only hash-chained logs preserve order-state transitions and manager review actions.

Fully automatic, auto-with-approval, and manual modes support different mandates and oversight levels.

Reg D 506(c) structure and accredited-investor targeting are built into operating assumptions and onboarding flow.

Emergency halt is DB-backed, with retries, backoff, and circuit breakers for broker/API disruptions.