B2Core vs BrokerTech: a quote-based TCO comparison
Compare current proposals for the same broker configuration using published BrokerTech plans, migration scope and itemized provider costs.
Compare the same operation on both sides
A useful B2Core versus BrokerTech cost comparison starts with the broker's current proposal. Client count, connected platforms, PSPs, partner depth, mobile scope and support coverage should match before comparing totals.
Compare the current written proposals for the same client count, partner depth, platform connections, PSPs, support coverage and deployment scope. Ask each vendor to separate recurring subscriptions, usage charges, implementation and third-party costs. Contract terms and delivered scope belong alongside the price.
BrokerTech pricing is published below. The competing proposal supplies the other side of the comparison; a universal saving percentage would not describe your operation.
Published BrokerTech subscriptions
| Product | Published monthly price | Scope |
|---|---|---|
| Starter CRM | $3,000 | Up to 1,000 clients; core CRM, portal, KYC and reporting |
| Professional CRM | $5,000 | Up to 10,000 clients; copy trading, PAMM/MAM, journal, advanced analytics and 3 PSP integrations |
| Enterprise CRM | $7,500 | Unlimited clients; Professional capabilities and the full IB system |
| IB Basic / Advanced / Enterprise | $1,000 / $1,500 / $2,000 | Separate IB purchase or an add-on to a CRM plan without IB |
| Mobile CRM | $600 | Branded client account-management app |
Enterprise CRM includes the IB system, including its 6x6 matrix. Count it once when building your budget. Additional products, custom work, hosting and third-party charges are itemized in the proposal.
A worked budget
Professional CRM plus Advanced IB costs $5,000 + $1,500 = $6,500/month. Twelve months of those subscriptions is $78,000. Enterprise CRM plus Mobile CRM costs $7,500 + $600 = $8,100/month, or $97,200 over 12 months. Enterprise IB is already included.
Add hosting, third-party provider charges, migration and separately scoped work to reach a first-year total. Apply exactly the same method to the B2Core proposal. Record renewal assumptions for later years rather than assuming a discount or a fixed contract term.
Include the cost of the transition
The assessment is free. CRM data migration is flat-priced and capped at $4,000; IB data migration is capped at $3,000. Moving both receives one combined quote based on data complexity. Trading-platform, plugin and mobile work is assessed separately.
We map the source records, import into a separate environment, reconcile balances and partner totals, then test the connected workflows. Your team signs off the scope and change window. For a CRM-only move, trading can remain on the existing platform; the plan separately identifies any temporary restrictions on CRM access, wallet transfers or payments.
Also record any overlap between vendor subscriptions and the time your team needs for acceptance testing. These costs affect the decision even when they are paid outside the software contract.
Turn the comparison into a decision
Review the required workflows in a demo, then match the demonstrated scope to the written quote. A lower price for fewer required capabilities is not an equivalent configuration. A higher price should identify the additional product or service being delivered.