Software Development for Brokers
A brokerage does not need a single application — it needs a connected stack: the terminal the client trades in, the portal where the account is managed, the back office where trades and commissions are settled, and the risk layer that keeps all of it inside defined limits. We design and build that stack end to end, or plug into the one component that is holding the business back.
What brokers come to us with
The platform constrains the business model
A white label or leased platform will not let you configure pricing tiers, partner schemes or list the instrument you need — growth is capped by someone else's roadmap.
Operations run on manual work
Account opening, document review, commission accrual and reconciliation are handled by hand and stop scaling as the client base grows.
Risk is only visible after the fact
A loss or a breached limit shows up in the next morning's report, long after anything could have been done about it.
Systems are not wired together
Venues, payments, CRM and accounting live apart, data moves by export files, and breaks are chased down manually.
No management view of the book
It is unclear which clients, instruments and acquisition channels generate revenue and which only generate support load.
What a broker project usually covers
- Trading terminal: web, desktop and mobile apps built for your audience
- Client portal: onboarding, KYC/AML verification, accounts, deposits and withdrawals
- Back office: trade and position accounting, pricing tiers and commissions, statements, venue reconciliation
- Partner programmes: IB and referral schemes, partner portal, rebates accrual
- Risk control: limits, margin, automated actions and alerts
- Integrations: venues and liquidity providers, payments, KYC, CRM
- Admin console with role-based access for staff
- Analytics and management reporting
Frequently asked questions
We run on a leased platform. Is it worth moving to our own?
Look at two things: whether your roadmap is blocked by vendor limitations, and what share of turnover you pay for the platform. While volumes are small, leasing is cheaper. Once the vendor fee is comparable to the cost of building, and the features you need never ship, the move pays for itself. We start with an audit and an honest assessment — if it is too early to move, we will say so.
Can we replace only part of the stack?
Yes, and this is the most common scenario. Firms usually start with the tightest bottleneck — the client portal, the back office or the risk system — and connect it to the existing platform over API without interrupting operations.
How does client and data migration work?
As a separate phase with both systems running in parallel: data export and reconciliation, transfer of accounts and history, a test run, cutover by client group, and a rollback plan ready in advance.
Related solutions
- Brokerage platformsClient portal, onboarding, accounts, transaction accounting, commissions, IB programmes and broker admin panel.
- Trading terminalsDesktop, web and mobile trading front ends: market data, order book, order entry, positions and risk control.
- Risk management systemsReal-time control of positions, limits, drawdown and margin with automatic actions and alerting.
- API integrationsConnectors to exchanges, brokers, banks, payment systems and CRM with a unified data model and monitoring.
Get a proposal for your project
Tell us which system you need built or which process you need automated. We will study the task, clarify the requirements and prepare a preliminary commercial proposal.