What is QuodIQ?
QuodIQ is Quod Financial's AI trading intelligence platform for institutional desks. It connects directly to the Quod OMS/EMS via a containerised MCP layer, enabling traders and operations teams to query execution data, investigate post-trade issues, and automate reporting workflows in plain English.
Unlike AI tools that require data exports or third-party integrations, QuodIQ operates within the institution's existing security perimeter. It is LLM-agnostic — connecting to any approved language model — and deploys in three progressive tiers: QuodIQ Observe (read-only analytics), QuodIQ Trader (AI-assisted order actions), and QuodIQ Agent (autonomous workflow automation).
QuodIQ Observe
Tier 1 — Read-only AI execution analytics and post-trade intelligence. Zero compliance impact.
QuodIQ Analytics
QuodIQ Investigate
Available AI-powered log and post-trade trace analysis. Surface root causes of CTM mismatches, failed amends, allocation discrepancies, and booking anomalies — compressing hours of manual investigation into a single query.
QuodIQ Assist
In Delivery Context-sensitive intelligence embedded in the Trading FE — field definitions, how-to guidance, intelligent filters, custom columns, and workflow explanations specific to your deployed version of Quod.
QuodIQ Trader
Tier 2 — AI-assisted order management directly in the trading front end. Natural language order placement, amend, and monitoring. Trader-initiated, compliance-ready.
AI-assisted order actions embedded in the .NET Trading FE. Place, amend, cancel, and monitor orders through natural language — with session-aware context across your live blotter and positions. The trader initiates every action.
QuodIQ Agent
Tier 3 — Agentic AI for autonomous trading workflow automation. Route allocations, manage order lifecycle events, and submit regulatory reports within the boundaries your institution defines.
Agentic workflow automation — triggered by instruction, executed autonomously. Route allocations, manage order lifecycle events, and submit regulatory reports — within the boundaries your institution defines.
What QuodIQ can answer
Quod OMS combines easy configuration, reliable support, and cost-effective operations into one platform. Firms can integrate smoothly, manage orders with precision, and leverage real-time insights across multiple asset classes—all while reducing complexity and operational costs.
Execution Analytics
- "Which venues gave the best execution this week, and how does that compare to last month's SOR distribution?"
- "Which counterparty fills most orders in this name and at what average price relative to arrival mid?"
- "What percentage of our SOR flow went to the primary market today, and how much did we internalise?"
Assist & Report
- Trace the full CTM allocation and confirmation flow for this block — at which step did it mismatch and why?"
- "Show all failed amend and cancel attempts on today's orders with their rejection reasons."
- "What errors occurred in this session? Why was this order rejected by the broker?"
Post-Trade Investigation
- "Filter all orders above 500,000 notional and show me average fill price versus arrival mid for each."
- "Build me an end-of-day report showing buy/sell distribution, total quantities, and price range by instrument."
- "Run end-of-day allocation, generate the report, and send it to the ops team."
Expert Citations
What Teams Think
CEO, Quod Financial
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against your own data
Proof of concept deployed against a replica of your production data. Real queries, real execution history, no synthetic data, no mock environment.
FAQ
Frequently Asked Questions