QUANTIX Insights
Practical articles on running a brokerage.
Launch planning, trading operations, CRM and sales workflows, integrations and vendor evaluation, written for the people who run brokerage companies.
Launch guides
How to start a forex brokerage: the technology checklist
A vendor-neutral checklist for founders starting a forex or CFD brokerage: what the technology must cover, and what software cannot do for you.
Operations & CRM
From first lead to first deposit: designing the client chain
An operations guide for brokerage leaders: map the stages from lead capture to first deposit, see where hand-offs break, and define the metrics worth tracking.
Vendor evaluation
Questions to ask a brokerage technology vendor before you sign
A due-diligence guide for brokerage owners: eleven questions on scope, execution, white-label, payments, KYC and contracts, with the answers to listen for.
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