Built by people who have run the desk, not just written the software.
Every part of this stack exists because a brokerage needed it and the available tools could not do it. That is why the pieces fit together, and why the demo does not fall apart when you ask a specific question.
The four complaints we hear on nearly every first call.
Four vendors, four versions of the truth
Finance reconciles the CRM against the platform against the PSP portal, every month, forever. Nobody trusts a number until three people have checked it.
One client and account model across the platform, CRM, bridge and risk engine. The dashboard, the statement and the regulator report read the same records.
A platform that looks like everyone else’s
You compete on spread because there is nothing else to compete on. Acquisition costs climb and retention does not.
A terminal themed entirely to your brand, with apps under your own developer accounts, and module visibility you control per brand.
Risk reporting that arrives the next morning
The desk manages yesterday’s book. Toxic flow gets a full session to work before anyone reclassifies the account.
Live exposure, continuous flow scoring and automated regrouping. The rule fires when the threshold is crossed, not when the report runs.
A migration that means switching everything at once
The project stalls because no operations director will bet the book on a single cutover weekend.
Modular adoption. Keep MT5, add the terminal beside it. Take the CRM first and the bridge next year. Nothing forces a big bang.
The advantage is structural, not a feature list.
Anyone can ship a CRM with a payments tab. The difference is that the payment, the trade, the exposure and the audit entry all reference the same client object — so the numbers cannot drift apart.
Six reasons brokers move — and stay.
One vendor, one data model
The platform, CRM, bridge and risk engine share a client and account model. No nightly reconciliation between four systems that each think they are the source of truth.
Your brand, all the way down
Domains, apps, emails, statements and partner portals carry your name. Nothing your client touches identifies us as the provider.
Real-time, not end-of-day
Exposure, P&L and flow scoring update as trades happen. The desk acts on the current book, not on last night’s report.
Modular by design
Take everything or take one component. Keep MT5 and add a modern terminal beside it. Nothing forces a big-bang migration.
Built for multi-entity groups
Several brands, several regulators, several books — one control plane, with clean separation where the regulator requires it.
Support that reaches engineers
24/7 coverage with escalation into the team that wrote the code, and published incident and release communications.
Boring where it should be boring.
Uptime, backups, monitoring and incident communication are not differentiators — they are table stakes. We treat them that way.
- Redundant infrastructure with automatic failover between regions
- Continuous backups with tested, timed restore procedures
- Encryption in transit and at rest, with key rotation policies
- SSO, enforced MFA and IP allow-listing for all staff access
- Independent penetration testing with remediation tracked to close
- Published incident communications and post-incident reviews
- Change management with staged rollout and rollback plans
- Named escalation path into the engineering team, 24/7
Ask the hard questions on the first call.
Bring your architect, your compliance officer and your head of dealing. We would rather answer the difficult questions now than discover them in week three.
No obligation · NDA on request · Response within one business day