How to review and reduce your broker technology costs
Build a budget from current quotes, identify duplicate scope and calculate the actual cost of switching.
Find the cost of your actual broker stack
Your broker technology budget includes subscriptions, provider usage, hosting, support and change work. A useful cost review makes those lines visible and connects them to the work your team performs. The percentage you can save follows from that review.
Build the inventory
List every paid product, the function it serves, its renewal date and its pricing basis. Distinguish a CRM subscription from KYC checks or payment processing charges. Record the person who uses each module and which workflows depend on it.
| Cost line | Question to resolve |
|---|---|
| CRM and portal | Which client capacity and operational tools are required? |
| IB platform | Is it separately billed or already included? |
| Mobile | Is this client account management or a native trading platform? |
| Provider integrations | Which connectors are included and what usage fees remain? |
| Hosting and support | What service and environment does the quote cover? |
| Change work | Which custom requests need a separate estimate? |
Compare a defined target
BrokerTech CRM is $3,000, $5,000 or $7,500/month by plan. Separate IB is $1,000, $1,500 or $2,000/month, and Mobile CRM is $600/month. Enterprise CRM already includes the full IB system.
For example, Professional CRM with Advanced IB is $6,500/month. Compare that scope with your current quote, then add the same infrastructure and provider categories to both sides. The difference may be positive or negative. No fixed saving percentage applies to every broker.
Account for switching
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.
Prioritize changes that simplify a workflow or remove a duplicate cost while preserving the capabilities the operation needs. Document the target configuration before signing off the budget.