A clear technology scope for your business

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.

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

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

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

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

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