BrokerTech pricing methodology: build a complete budget
Published CRM, IB and mobile prices, worked subscription examples, migration caps and a consistent method for comparing vendor quotes.
A budget you can reproduce
Start with the products and support your broker operation needs. BrokerTech publishes CRM, IB and mobile subscriptions so you can separate the recurring software budget from implementation and provider costs.
| 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.
Worked subscription examples
| Configuration | Monthly subscription | 12 months |
|---|---|---|
| Starter CRM | $3,000 | $36,000 |
| Professional CRM + Advanced IB | $6,500 | $78,000 |
| Enterprise CRM + Mobile CRM | $8,100 | $97,200 |
These are subscription examples, not complete project totals. Enterprise already includes IB, so the third example adds only the $600 mobile fee. The figures assume an unchanged configuration for 12 months; they are not a minimum contract commitment.
Build the full first-year total
Add recurring hosting and provider charges, one-off migration, any separately scoped integration work and the agreed products outside the CRM package. Keep usage-based items, such as verification and payment processing, separate from fixed subscriptions. Confirm currency, taxes and invoicing terms in the agreement.
Standard CRM setup is included. A new provider connector, a trading-platform migration and a mobile store launch have different dependencies and should each have a defined scope.
Migration and commercial terms
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.
CRM billing is month-to-month. The written agreement defines notice and support terms. An alternative revenue-share model offers Starter at $2,000/month, Professional at $2,500/month or Enterprise at $3,500/month, plus 5% of net revenue. The agreement defines net revenue and settlement before that model begins.
Compare a current vendor quote
Use the same configuration on both sides. First-year cost equals the recurring costs for the period plus implementation and migration. A multi-year comparison should use documented renewal assumptions rather than guessed discounts.
Potential saving equals the quoted incumbent total minus the quoted BrokerTech total for that scope. A positive result is a saving; a negative result is a higher cost. We do not substitute a single headline percentage for this calculation.