Brokerage implementation
From a business plan to an operating platform.
Bring the brand, the market and the requirements. We configure and connect the technology your team will use to onboard clients, manage accounts and run the brokerage.
A scoped proposal around your requirements.
Your launch, coordinated
- 01
Requirements
Products, providers and workflows
- 02
Configuration
Branding, permissions and connections
- 03
Acceptance
Test the complete client journey
- 04
Launch
Cutover, training and support
- Branded client and partner portals
- Connected trading, payments and KYC
- A planned launch and team handover
The delivery scope
One plan for the moving parts.
A successful launch connects more than software. We work through your domains, provider access, account structures and operational responsibilities before you go live.
Your branded environment
Configure client, partner and back-office portals with your brand, domains and the products in your package.
Trading platform connections
Configure account groups and the supported connection to MT5, cTrader or TradeHawk, with your required account workflows.
Payment and KYC setup
Connect the agreed providers, configure account-opening requirements and test the deposit and verification journey.
Access and administration
Set up staff roles and administrative access around the tasks your teams need to perform.
Workflow acceptance
Test registration, verification, funding, account creation and partner flows with your operators before launch.
Training and handover
Walk your team through daily operations, escalation paths and the support arrangements in your agreement.
From requirements to rollout
Start with your operation.
Walk through the relevant workflow, agree the scope, and define the path to launch.
- 01
Map the scope
Agree products, integrations, branding, prerequisites and the launch responsibilities.
- 02
Configure and test
Prepare the environment and demonstrate the agreed end-to-end workflows.
- 03
Launch and support
Coordinate the release and provide the agreed training and post-launch support.
Before we talk
The practical questions.
How long does implementation take?
Timing depends on your product scope, provider access, custom work and testing. We agree a delivery plan after the requirements review.
What do we need to provide?
Your brand assets, domain access, provider contacts and credentials through an agreed secure channel, plus the team members who will approve your workflows.
Is setup included?
Standard setup and configuration are included with the published CRM packages. Custom engineering, infrastructure arrangements and additional scope are specified in your quote. Existing-data migration has separate capped pricing.
Can you help us switch from another provider?
Yes. Our migration service covers data mapping, reconciliation, integration testing, a planned cutover and staff training. CRM migration is capped at $4,000 and IB migration at $3,000; a combined move receives one bespoke quote.
Let’s map your launch.
Tell us what you are launching, which platforms you use and what your team needs on day one.