Free assessment · CRM migration up to $4k · IB migration up to $3k

Move your broker operation with a clear plan.

Map clients, account links, partner structures and transaction records. We reconcile the data, test your workflows and agree the cutover window before the move.

Scoped pricingData mappingPlanned cutoverTeam training
Get Free Migration Assessment
Plan your transition

Start with the system you run today

Bring your current contract and export options. We assess each transition against the same operational checks.

B2Core

  • Review your renewal and module schedule
  • Map CRM and IB exports
  • Confirm platform and PSP dependencies
  • Compare support and termination terms

Leverate

  • Separate bundled products in the quote
  • Identify accounts and operational records
  • List third-party service contracts
  • Agree the target configuration

FXBO

  • Map client and partner structures
  • Reconcile commissions and transactions
  • Match workflows and integrations
  • Price the same scope on both sides
Migration Process

A migration you can review at every step

Agree what moves, verify it in a separate environment, then sign off the change window and handover.

1

Assess and scope

Free assessment

Review source exports, account mappings, partner rules and integrations. Agree the quote, responsibilities and acceptance checks.

2

Import and reconcile

Scope-based schedule

Map the agreed records in a separate environment. Compare client counts, balances and commission history with the source.

3

Connect and rehearse

Acceptance testing

Test platform links, PSP callbacks, KYC flows and representative broker workflows. Train the team and rehearse the cutover.

4

Cut over and support

Agreed change window

Apply the final data update in an agreed change window. Confirm trading continuity on the existing platform and any temporary CRM or payment restrictions.

What Migrates

Agree exactly what moves

Your migration scope records available exports, mappings and reconciliation checks before implementation.

Client Data

Agreed profile fields, available KYC documents and exportable communication records.

Trading Accounts

Existing platform account links and reconciled balances. Open positions remain on the trading server for a CRM-only move.

IB Structures

Partner relationships, hierarchy and commission records mapped to the agreed target rules.

Transaction History

Exportable deposit, withdrawal and transfer records, checked against source totals.

PSP Configs

Provider connections reconfigured and tested with the required credentials and approvals.

Settings

Branding, templates and workflows mapped during assessment. Custom logic is scoped separately.

Migration pricing
A capped quote

for the agreed data migration

Get a Free Migration Assessment

Our team will review your source data, compare the required product scope, and quote your migration up front: up to $4k CRM or $3k IB. The assessment itself is free, with no obligation.

Start Free Assessment