Buyer workspace
Forex brokers, prop firms, white-label FinTech teams, and trading operators that need one control plane.
Solution offer
Brokerage CRM and Trading Operations Suite
A ready-made FinTech platform for trader onboarding, client management, broker back office, partner commissions, risk controls, copy trading, liquidity, and MT4/MT5 operations.
Visual product gallery
See the solution as workspaces, modules, and delivery proof.
This gallery turns the offer into visible product areas a buyer can understand before reading the full scope.
Application core
The solution is packaged around the core workflows, dashboards, admin controls, and integration layers needed for the first build.
First release
The MVP should prove the main workflow, capture user interest, and produce enough evidence for a serious buyer conversation.
Delivery evidence
The handoff should include the screens, architecture notes, scope, and proposal assets needed to move from interest to implementation.
Trader / Client Panel
A self-service workspace for clients to manage the trading account experience.
Broker / Admin Panel
Back-office tools for approvals, content, permissions, and operations.
Buyer profile
Forex brokers, prop firms, white-label FinTech teams, and trading operators that need one control plane.
Core modules
What this solution can include
- Trader and client portal
- Broker and admin console
- Partner and IB dashboard
- Risk rules and controls
- Copy trading and contest module
- Liquidity feed and FX bridge
- MT4 / MT5 manager integration
- MAM / PAMM allocation workflows
MVP scope
First version to validate demand
- Public product page and request form
- Trader dashboard prototype
- Broker back-office prototype
- IB commission and reporting view
- Risk and account control workflow
- Liquidity and bridge architecture brief
Deliverables
What we prepare
- Brokerage platform scope
- Panel-based UI prototype
- Infrastructure outline
- Commercial proposal template
- Launch and rollout roadmap
Commercial angle
How we package the offer
- Clear business problem and buyer profile
- Demo-ready software workflow
- SEO and answer-engine optimized service page
- Project request flow connected to Convex
Panel stack
Core workspaces and control layers.
Trader / Client Panel
A self-service workspace for clients to manage the trading account experience.
- Account overview and balance snapshots
- KYC and profile updates
- Deposit, withdrawal, and transfer requests
- Open trades, history, and statements
Broker / Admin Panel
Back-office tools for approvals, content, permissions, and operations.
- User and role management
- Account approval and review queues
- Fee, spread, and commission controls
- Announcements, banners, and support actions
Partner / IB Panel
Referral tracking and commission visibility for partner-led growth.
- IB onboarding and partner profiles
- Multi-level commission structures
- Sales, conversion, and payout reporting
- Campaign and referral performance views
Risk and Engagement
Operational controls that protect the platform and increase retention.
- Exposure monitoring and account limits
- Trading contest and promotion workflows
- Copy trading permissions and rules
- MAM / PAMM allocation logic
Connectivity Layer
Infrastructure that links the brokerage stack to execution and liquidity.
- MT4 / MT5 server hosting
- Liquidity feed plugin
- FX bridge and routing
- MT4 / MT5 Manager API
Solution request
Request a scoped build for Brokerage CRM and Trading Operations Suite.
We can turn this offer into a product brief, demo workflow, technical scope, and buyer-facing proposal page for your target market.
