Custom brokerage software
Custom features, reports and integrations for your brokerage.
Bespoke features, workflows, reports and integrations for QUANTIX brokerages, assessed technically first and delivered under a separate scope.
How a request becomes a project
We assess first, then scope.
Every request starts with a conversation about the workflow behind it, followed by a technical evaluation of how it fits the existing platform. Only then do we describe a scope, the assumptions behind it and the commercial terms.
- DiscoveryYour workflow, markets and constraints
- Technical evaluationFit with the existing platform
- Scope & proposalDeliverables, assumptions, commercials
- Build & reviewIterations you can inspect
- HandoverDocumentation and support terms
Typical requests we evaluate
The kinds of work brokerages ask for.
- 01
Integrations beyond the integrated providersEvaluated
A regional payment processor, or a different messaging or voice provider, connected to the CRM and the Trader Portal.
- 02
Custom reports and exportsEvaluated
Views of the data your management team needs that the standard dashboards and exports do not provide.
- 03
Process-specific automationEvaluated
Workflows for your sales, retention or compliance process that go beyond configurable statuses, roles and notification triggers.
- 04
Client-portal extensionsEvaluated
Additional screens or flows in the Trader Portal that belong to your offer.
- 05
Migration and import toolingEvaluated
Tools to bring existing customer or account data into QUANTIX.
- 06
Connections to your internal systemsEvaluated
Links between QUANTIX and the systems your brokerage already relies on.
Good to know
Custom work is not part of the subscription
It is scoped, quoted and delivered separately from the monthly or annual platform subscription.
Deliverables agreed up front
Each custom item is described in your proposal, with its deliverables and assumptions, before work begins.
Some requests may not be feasible
If a request needs changes to the core platform that we cannot commit to, we say so early and plainly.
Scoping, pricing and getting started.
How is custom work priced?
Each project is scoped individually. After technical evaluation you receive a proposal with deliverables, assumptions and commercial terms.
How do we start?
Describe the workflow or integration you need through the form. We will respond to arrange a technical conversation.
Can you integrate a payment provider that is not listed?
Possibly. We evaluate feasibility first and tell you what it would involve.
Which requests are a good fit?
Integrations with providers outside the integrated list, custom reports and exports, process-specific automation, and connections to your internal systems.
Describe the workflow. We will evaluate it.
Tell us what your brokerage needs. We start with questions, and set a scope once we understand the work.