Product scope

Start with the platform or CRM, then define expansions, connections and acceptance checks with the team.

The trading platform behind your brokerage

Trading engine, operational administration and client applications in one technical scope. Main Label is the primary licence offered to a brokerage.

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Trading engine

Keep trading rules separate from client interfaces, relationship management and billing.

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Trading back office

A workspace for brokerage staff to manage trading settings, accounts and permissions.

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Risk management

Review A-Book and B-Book policies, exposure and trading limits within your operating model.

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Liquidity connectivity and the built-in bridge

FIX Bridge is included in the platform licence with no separate software fee. Liquidity services require separate approval and agreement.

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Explore NewTrader applications

Review native trading interfaces with your team and agree device and distribution requirements within the delivery scope.

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Indicators and algorithmic tools

Review analysis, customisation and testing tools with your trading team.

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CRM and brokerage operations

NewTrader CRM brings client workflows, staff operations and partners into your business scope. A standalone solution starts at $1,000 per month.

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Introducing brokers and partners

Review partner networks, client attribution, commission policies and reporting within the CRM scope.

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Identity verification workflows

Review document collection, verification, human review and processing boundaries before defining your business’s verification scope.

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Technology with clear boundaries

Independent trading, client-management and liquidity layers, with agreed operations, support and acceptance checks.

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Security and operating responsibilities

Start with data boundaries, permissions, access management and incident reporting.

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Business environment isolation

Define boundaries for your business environment, data and administration.

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Reliability and recovery

Reliability starts with tested operating procedures and clear responsibilities.

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Integrations with an agreed scope

Separate brokerage-platform integrations from NewTrader subscription collection and the commercial business account.

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An agreed implementation and handover

Turn business needs into resources, configuration, integrations and acceptance checks.

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Applications under your brand

Branding and distribution are separately scoped projects with explicit store requirements.

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Custom integrations

Define the required workflows before estimating cost and delivery time.

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