37 services · 8 disciplines · One providerBrokerage Technology & Operations

The stack your
brokerage runs on.

Forex CRM and back office, liquidity connectivity with A-book and B-book routing, payment rails, managed infrastructure, and the licensing and formation work behind them. Take the whole stack, or only the pieces you are missing.

37
Services
8
Disciplines
13
Jurisdictions
24/7
Monitoring
meridian — ops consoleCONNECTED
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GROUPS: 12 · ACCOUNTS: 1,480ROUTING: A / B HYBRID
Built to connect with the stack you already run
MetaTrader 5MetaTrader 4MT5 Manager APIFIX 4.4 / 4.3REST & WebSocketLiquidity bridgesPSP gatewaysCrypto railsKYC providersTradingView charts
Included as standard

What every engagement gives you

Open integrations
REST, WebSocket and FIX endpoints across the stack, documented so your own team can build against them.
Configured to your desk
Spreads, commissions, routing rules and group structures set up the way you actually price your book.
Every device
Client terminals for Desktop, Android and iOS — the full order lifecycle on every device.
No lock-in
Your data stays yours: documented exports on request, and no contract that makes leaving expensive.
Full capability map

Everything a brokerage needs, under one roof

37 services across 8 disciplines. Take the whole stack, or bolt on only the pieces you are missing.

01 / PLATFORMS

WebTrader platform

A browser-based trading terminal for your clients. Advanced charting, one-click trading, watchlists, and full order-type support with no download required.

50+ indicatorsNo download
02 / PLATFORMS

iOS & Android apps

Mobile trading on the standard MetaTrader apps for iOS and Android, with push notifications, biometric login and the full order lifecycle on device.

App StoreGoogle PlayBiometrics
Pricing

Three tiers. One monthly figure.

Start with the CRM and client onboarding, add liquidity and payment rails as your flow grows, or take the whole managed stack. Every tier is scoped and quoted in writing before you commit.

Save ~17% on annual
Tier 01
Starter
The operational spine — CRM, client portal and compliance workflow for a desk getting its onboarding in order.
$1,999/ month
Billed monthly · cancel with 30 days’ notice
  • Forex CRM — leads & client profiles
  • Trader’s Room / client portal
  • KYC & AML automation
  • Wallets & finance workflows
  • Standard reporting & exports
  • Role-based access & audit trails
  • Email support, 24/5
For desks putting their back office in place
Get Starter
Tier 03
Enterprise
The fully managed stack — your infrastructure, integrations and corporate work run end to end by us.
$5,000/ month
Billed monthly · cancel with 30 days’ notice
Everything in Growth, plus:
  • Full CRM Enterprise & back office
  • Managed hosting & 24/7 monitoring
  • Low-latency colocation
  • Security, DDoS & disaster recovery
  • Custom integrations & API work
  • Licensing & company formation support
  • Named engineering contact
For established brokerages and groups
Get Enterprise

Add-ons & professional services

Bolt any of these onto any tier. Priced per engagement — ask for a written quote before you commit.

Company formation
Incorporation across 13 jurisdictions, with bank introductions.
Quoted per jurisdiction
Licensing advisory
Application drafting, compliance manuals, renewal management.
Quoted
Custom EA / MQL5 dev
Expert Advisors, indicators and bespoke server-side plugins.
Hourly or fixed-bid
Brand & design package
Logo, identity system, terminal skins, marketing collateral.
Fixed-bid
SEO & growth retainer
Technical SEO, content programme, paid acquisition management.
Monthly retainer
Prop firm module
Challenge engine, evaluation rules, trader dashboard, payouts.
Quoted
Data migration
Move accounts, history and client records from your old provider.
Fixed-bid
Dedicated colocation
Private hardware in a tier-1 financial data centre.
Monthly
Forex CRM & back office

The system your desk actually lives in

A trading server moves orders. The CRM runs the business — who owns the lead, whether the documents passed, who approved the withdrawal, and what the introducer is owed. Ours is built to run all of it.

Four portals, one database

Admin, client, partner and mobile surfaces read from the same records, so nobody reconciles spreadsheets between departments.

  • 01
    Admin back officethe operator console for every desk
  • 02
    Trader’s Roombranded client self-service portal
  • 03
    Partner hubIB dashboards, links and commission statements
  • 04
    Mobile client apponboarding and funding on device
  • 05
    Compliance consoleKYC queues, screening and audit history
  • 06
    Finance consoleapprovals, wallets and reconciliation
  • 07
    Reporting layerscheduled exports and live dashboards
  • 08
    Open REST APIwire the CRM into anything you already run
crm.yourbrokerage.com / dashboard
Desk overview
Role: Operations · 3 pending approvals
Live clients
2,458
+6.2% wk
Net deposits
$1.24M
+11.4% wk
KYC pending
37
avg 4h
IB payable
$48.7K
42 partners
ClientStageBalanceStatus
A. OkonkwoKYC review$4,200Pending
M. HaddadFunded$18,940Active
S. NakamuraWithdrawal$7,510Approval
L. FernandesNew leadAssigned
R. PetrovFunded$62,300Active
Interface preview — sample data shown for illustration.
How the CRM maps to your team

One client lifecycle, four departments

Every module exists because a specific person has a specific job to do. Here is who touches what, and in what order.

01
Marketing & sales

Acquire & convert

  • Source tracking and campaign attribution
  • Statuses, follow-ups and reminders
  • Lead notes and full activity timeline
  • Conversion reporting per desk and agent
02
Compliance

Onboard & verify

  • Document upload, review queues, approvals
  • Sanctions, PEP and adverse-media screening
  • Role-based access for sensitive actions
  • Audit trails and immutable action history
03
Finance & operations

Fund & operate

  • Deposit and withdrawal approval chains
  • Wallet balances, transfers, reconciliation
  • Trading account operations on MT5
  • Settlement matching and exception queues
04
Partnerships & retention

Grow & retain

  • IB tree, commission rules and payout runs
  • Unified client profile for fast resolution
  • Dormancy and deposit-drop triggers
  • Retention reporting and cohort outcomes
Server-side modules

Plugins that change what your desk can sell

Each of these runs server-side against your MetaTrader environment. Scope and availability are confirmed in your written proposal.

MODULE 01

PAMM & MAM

Pooled and multi-account management with proportional allocation, performance fees, high-water marks and investor statements.

MODULE 02

Copy & social trading

Strategy leaderboards, follower risk multipliers, low-latency replication and provider revenue sharing.

MODULE 03

Virtual dealer

Configurable execution logic with per-group delay, slippage and requote rules under your dealing policy.

MODULE 04

Anti-scalping & latency guard

Detection and handling of latency arbitrage, tick-scalping and toxic patterns before they reach your book.

MODULE 05

Bonus & credit engine

Deposit bonuses, credit lines, loyalty tiers and turnover-based release rules with automatic clawback.

MODULE 06

Trade copier

Mirror flow between accounts, groups or entirely separate servers, with ratio and symbol mapping.

MODULE 07

Risk & exposure monitor

Live net position by symbol and desk, threshold alerting and automated hedge triggers.

MODULE 08

Custom EA & MQL5 build

Bespoke Expert Advisors, indicators and server plugins written to your specification and maintained.

Infrastructure & operations

Uptime is our job, not yours

You run the business. We carry the pager. Monitoring, patching, backups and incident response are part of every managed platform engagement.

0%
Platform uptime target
24/7
NOC monitoring
<0 min
Critical response target
00 days
Provisioning time
RESILIENCE

Redundant by design

Failover hardware, redundant network paths and automated health checks, so a single component failure does not take your desk offline.

LATENCY

Close to the venues

Optional colocation in tier-1 financial data centres, positioning your server near the liquidity you are actually routing to.

SECURITY

Hardened perimeter

Managed firewalls, DDoS mitigation, encrypted transport, IP allow-listing on admin surfaces and scheduled vulnerability review.

CONTINUITY

Backups you can restore

Encrypted off-site backups with documented recovery objectives and periodic restore drills — tested, not assumed.

MAINTENANCE

Patched on schedule

Platform builds, plugin compatibility and security updates staged and tested before they ever touch your live environment.

SUPPORT

Engineers, not scripts

Direct access to people who administer MetaTrader environments daily, on Telegram, email or a scheduled call.

Licensing & formation

13 jurisdictions, compared honestly

Choosing a regime is a trade-off between cost, credibility, timeline and which markets will accept you. Indicative figures below — we will model your specific case before you commit to anything.

Seychelles
Entry
FSA · SECURITIES DEALER
Capital
~$50,000
Timeline
3–5 months
Profile
Cost-efficient
Mauritius
Mid-tier
FSC · INVESTMENT DEALER
Capital
~$25,000+
Timeline
4–6 months
Profile
Treaty network
Comoros
Entry
AOFA / MWALI
Capital
Low
Timeline
3–6 weeks
Profile
Fastest entry
St. Lucia
Entry
IBC STRUCTURE
Capital
Nominal
Timeline
2–4 weeks
Profile
Entry level
Vanuatu
Entry
VFSC · DEALER IN SECURITIES
Capital
~$50,000
Timeline
2–4 months
Profile
Established offshore
Belize
Mid-tier
FSC · SECURITIES
Capital
~$500,000
Timeline
4–6 months
Profile
Mid-tier offshore
Labuan, Malaysia
Mid-tier
LFSA · MONEY BROKING
Capital
~$120,000
Timeline
4–8 months
Profile
Asia-facing
Dubai
Tier-1
DFSA · CATEGORY 3A / 4
Capital
$500K–$2M
Timeline
9–14 months
Profile
Premium GCC
Abu Dhabi
Tier-1
ADGM · FSRA
Capital
$250K–$2M
Timeline
9–14 months
Profile
Institutional
Cyprus
Tier-1
CySEC · CIF
Capital
€125K–€730K
Timeline
9–18 months
Profile
EU passporting
United Kingdom
Tier-1
FCA · MATCHED PRINCIPAL
Capital
£125K+
Timeline
12–18 months
Profile
Tier-1 credibility
Australia
Tier-1
ASIC · AFSL
Capital
A$1M+
Timeline
12–18 months
Profile
Tier-1 APAC
South Africa
Mid-tier
FSCA · ODP LICENCE
Capital
Variable
Timeline
6–12 months
Profile
Africa gateway

Capital and timeline figures are indicative market estimates as at 2026 and are not legal advice. Requirements change, and regulators assess each application on its own facts. We will confirm current requirements in writing before any engagement begins.

Where we stand

What we put in writing

Anyone can claim to be trusted. These are the terms we commit to instead — each one checkable, and each one something most providers in this market will not offer you.

Scoped before it is invoiced

Every engagement starts with a written scope and a figure against it. You are never asked for a five-figure payment before you have seen anything running.

Thirty days’ notice, always

Ongoing platform and support work is monthly rolling. No twenty-four month term that makes leaving more expensive than staying with something that is not working.

Your data leaves with you

If you move elsewhere, you get your client and account records in a documented export format. We do not hold your book hostage to keep your business.

A written quote before you commit

Scope, figures and a realistic delivery date, in writing. Nothing on this page becomes a price you are held to without a quotation.

We will tell you if you need a licence

If your model requires authorisation you do not hold in the markets you are targeting, we say so before you launch rather than after you have clients.

One figure, no usage surprises

The agreed figure is the figure. No per-trade billing and no overage invoice arriving after a volatile month you did not budget for.

Questions

Before you commit

The things operators actually ask us on the first call.

Brokerage technology and the operational work around it: the Forex CRM and back office, Trader’s Room, liquidity bridge and routing, payment rails, hosting and monitoring, plus company formation and licensing support. You can take the whole stack or engage us only for the pieces you are missing.

No. We are a technology and services provider — we do not hold client funds, we do not solicit retail traders, and we do not run a dealing desk of our own. You own the client relationship and the regulatory obligations that come with it; we build and run the systems underneath.

It depends on what you are building and where your clients are. Some engagements are pure technology delivery to an existing regulated entity; others start with company formation and a licence application through our corporate team. We will map that with you honestly at the outset, and we will tell you plainly if your plan requires an authorisation you do not hold.

Usually, yes. The CRM, bridge and payment layers are built to integrate rather than replace: we connect to MetaTrader environments, liquidity providers, PSPs and KYC vendors over documented REST, WebSocket and FIX interfaces. If something in your stack cannot be integrated cleanly, we will say so before the contract rather than after.

B-book means the trade is processed internally against your own book. A-book means the position is passed to an external liquidity provider through the bridge. Most desks run a hybrid: routing rules decide, per client or symbol or volume, which flow gets covered externally and which stays internal. We build and configure that routing; the risk policy behind it stays your decision.

The CRM is a core product, not an add-on bolted onto something else. Lead pipeline, KYC workflow, wallets and finance approvals, the IB engine, reporting and the client portal are all part of the same permissioned system. Scope and pricing are agreed per engagement, and set out in a written quotation before any work starts.

You own your client and account data throughout. If you end the engagement you get it back in a documented export format, along with the configuration needed to run elsewhere. We do not hold your book hostage, and we do not price the exit to make leaving expensive.

Three tiers on a monthly figure, billed monthly or annually at roughly a 17% discount, cancellable with 30 days’ notice. Add-ons and one-off build work are quoted separately — fixed-bid or milestone-based. The tier figures are indicative and are confirmed only in a written quotation. We would rather you stay because the systems work than because a long contract makes leaving painful.

A named account manager plus 24/7 monitoring on live platform infrastructure. Critical incidents carry a target first response inside 15 minutes, and you talk to the engineers who administer these environments daily rather than a first-line script.

Get started

Tell us what you are launching

Send us your model and target markets and we will come back with a written scope, a fixed monthly figure, and a realistic date you can be live — usually within one business day.

Ready to build?

Tell us what you are running today and where it falls short. We will scope the work, put the numbers in writing, and be straight with you about anything we are not the right provider for.