SETUP · phase 2 of decide/setup/operate/grow
Pick your brokerage tech stack.
Phase 1 ships three chapters covering the highest-monetization, lowest-competition slices of the brokerage operator decision-tree. Phase 2 has now opened with broker CRMs (chapter scaffold shipped, research bodies in progress); turnkey solutions, payments, and IB management follow.
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Chapter CH-01 UAE
Prop-firm technology
Challenge platforms, risk engines, payout automation, prop-firm CRMs for DMCC/VARA/DFSA-licensed operations.
10 vendors covered · read chapter →
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Chapter CH-02 Cyprus
Alternative WL trading platforms
Non-MetaTrader white-label platforms for CySEC-regulated brokers: cTrader, DXtrade, Match-Trader, TradeLocker, and seven more.
10 vendors covered · read chapter →
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Chapter CH-03 Cyprus
KYC & AML
Identity verification, KYB, and AML screening tailored to CySEC brokers and prop-firm operators.
10 vendors covered · read chapter →
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Chapter CH-04 Cyprus (Phase 2 scaffold)
Broker CRMs
The operator daily tool: client lifecycle, KYC handoff, IB compensation, retention. B2Core, Leverate LXSuite, Match-Trade CRM, Skale, UpTrader, FXBO, Centroid, and three more. Researched bodies + chapter guide shipped; TCO calculator + signature diagram planned.
10 vendors covered · read chapter →
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Chapter CH-05 Cyprus (Phase 2 scaffold)
IB management
The affiliate side of operator economics: introducer tracking, multi-tier rebates, sub-IB attribution, clawback workflows. Cellxpert (tier-1 broker roster), Tracknow (Limassol), Track360, Trackier, Affise (published pricing), plus 5 cross-pillar IB modules. Researched bodies + chapter guide shipped.
10 vendors covered · read chapter →
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Chapter CH-06 Multi-jurisdiction (Phase 2 scaffold)
Turnkey broker solutions
The fastest path from idea to live broker. Bundles platform + CRM + KYC + payments + liquidity + back-office. B2Broker, Leverate, Match-Trade, Quadcode, Soft-FX, Tradesmarter, UpTrader, plus 3 turnkey-pure specialists (PandaTS, TFB, Day1Markets). Researched bodies + chapter guide shipped.
10 vendors covered · read chapter →
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Chapter CH-07 Multi-jurisdiction (Phase 2 scaffold)
Broker payments
The chokepoint between trader funding and trading. PSP aggregators (Praxis Cashier), e-wallets (Paysafe / Skrill / NETELLER), pay-by-bank + open banking (Trustly, Volt), regional specialists (PaymentAsia + Help2Pay APAC, PayRetailers LATAM), crypto + fiat hybrid (Match2Pay), high-risk gateway (PayOp), and cross-pillar B2BinPay. Researched bodies + chapter guide shipped.
10 vendors covered · read chapter →
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Chapter CH-08 Multi-jurisdiction (Phase 2 scaffold)
Risk management
The dealing-desk layer between order flow and liquidity. A-book / B-book routing, exposure monitoring, anti-scalping + anti-latency-arbitrage logic. PrimeXM + oneZero institutional bridges, Centroid Risk + TFB Risk Manager + Acuity Trading specialists, plus 7 cross-pillar risk modules. Researched bodies + chapter guide shipped.
10 vendors covered · read chapter →
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Chapter CH-09 Multi-jurisdiction (Phase 2 scaffold)
Liquidity + prime-of-prime
The execution layer between broker risk and trader fills. Bundled liquidity arms (B2Prime, Leverate Prime, Match-Prime), bridge-aggregators (PrimeXM, oneZero), and independent prime-of-prime specialists (IS Prime, Finalto, Advanced Markets, LMAX, Equiti Capital). The single biggest cost line in many broker P&Ls. Researched bodies + chapter guide shipped.
10 vendors covered · read chapter →
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Chapter CH-10 VARA + offshore (Phase 2 scaffold)
Crypto exchange white-label
The crypto-native parallel to traditional broker stacks. Bundles matching engine, order book, custody integration, KYC handoff, fiat on/off-ramps, and crypto liquidity. Broker-stack-bundled (B2BX, Soft-FX, Quadcode, Match-Trade), institutional crypto-native (ChainUp, AlphaPoint), high-throughput matching engines (Modulus, ETNA), and open-source platforms (HollaEx, Openware). Researched bodies + chapter guide shipped.
10 vendors covered · read chapter →
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Chapter CH-11 Multi-jurisdiction (Phase 2 scaffold)
Broker analytics + market signals
The retention layer between client cabinet and dealing-desk dashboards. Trader-facing widgets (Trading Central, Autochartist, FXStreet, Investing.com), institutional data + signals (Acuity, Newsquawk, Refinitiv, Bloomberg Terminal), and engagement + community analytics (Solitics, Myfxbook). Fragmented field - operators run 2-4 in parallel. Researched bodies + chapter guide shipped.
10 vendors covered · read chapter →
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Chapter CH-12 Multi-jurisdiction (Phase 2 scaffold)
Copy + social trading
The retention engine that turns trader-followers into account growth. Broker-stack-bundled (B2Copy, Leverate, Match-Trade, UpTrader), platform-native (cTrader Copy), plugin (Brokeree Social Trader), and independent networks (ZuluTrade 80+ broker integrations, DupliTrade CySEC, FXJunction Limassol, Pelican FCA). Researched bodies + chapter guide shipped.
10 vendors covered · read chapter →
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Chapter CH-13 Multi-jurisdiction (Phase 2 scaffold)
RegTech + compliance reporting
The supervisory layer between dealing-desk activity and regulator submissions. Trade surveillance (Nasdaq SMARTS, Eventus Validus, NICE Actimize Xceed), transaction reporting (Cappitech, Kaizen Reporting, MarketAxess Trax), comms surveillance (Behavox, Smarsh), and regulatory change intelligence (CUBE, Corlytics). MAR + MiFID II + MiFIR + EMIR REFIT scope. Researched bodies + chapter guide shipped.
10 vendors covered · read chapter →
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Chapter CH-14 Multi-jurisdiction (Phase 2 scaffold)
Brokerage hosting + VPS infrastructure
The physical layer beneath every broker stack. Institutional colo + low-latency network (Beeks Group PLC, Equinix LD4/NY4/TY3, Avelacom, TNS Financial Markets, Lucera), broker platform managed hosting (CNS, Pulsant), and retail client-facing VPS (ForexVPS.net, ChartVPS, FXVM). Decisions span deal-desk latency, regulatory data residency, DR, and client-VPS reseller economics. Researched bodies + chapter guide shipped.
10 vendors covered · read chapter →
Phase 2 complete (14 chapters)
Phase 2 closes the founding canon of the brokerage tech stack across 140 researched vendors. Next phase: per-jurisdiction depth, vendor refresh cycles, and selected category re-audits.