Launch a brokerage
Launch with the portal, CRM and engine already connected.
A new brokerage needs more than a trading screen. QUANTIX connects the Trader Portal, the sales and compliance back office, payments, KYC and notifications, so your launch effort goes into your market, not into integrations.
Scope of a launch
What the platform covers, and what stays with you.
QUANTIX provides the operating platform: the portal your clients trade in, the back office your team works in, the engine that applies your trading rules, and the automation that keeps clients informed.
Software does not confer a licence. Whether, where and how you may operate is a question for your own legal and compliance advisers. Your regulatory approach, banking, liquidity and payment-processor relationships are also yours to arrange.
Launch steps
Starting a forex brokerage: from setup to your first client.
Timelines depend on your scope and onboarding, and are set out in your proposal.
- 01
Provision your brand
Custom domain, TLS certificates and branding on the Trader Portal and the CRM.
- 02
Configure trading rules
Instruments, spreads, leverage limits, lot rules, stop levels and fees, set by you instrument by instrument.
- 03
Set up deposits and KYC
Payment methods and processors, approval workflows, and the KYC process your compliance team requires.
- 04
Prepare your team
Employees, supervisors, roles and data scopes, lead statuses and notification templates in the languages you need.
- 05
Connect acquisition
Facebook Lead Ads, landing-page campaigns and, if you wish, a new or connected brokerage website as a separate service.
- 06
Go live when you decide
Registration, trading and maintenance switches let you control when each part opens.
What you start with
A working setup, ready to configure.
- 01
Roles ready to assign
Administrator, Manager, Agent, Support Agent and Compliance Officer, plus custom roles.
- 02
A lead pipeline
Nine statuses — New, Contacted, Qualified, Proposal Sent, Negotiating, Converted, Lost, Unqualified and On Hold — fully configurable.
- 03
Notification triggers
35 triggers covering customer, trading, financial, account, security, staff, compliance and system events.
- 04
A starting instrument catalogue
Forex, crypto and commodities out of the box, with stocks and indices depending on your market-data plan. Spreads, leverage and fees are yours to set.
- 05
Assets and currencies
Major fiat and crypto assets, ready for your payment methods.
Brand, CRM, payments and website.
- White-label solutionsYour domain, logo and colours, set from the CRM.
- Brokerage CRM & back officeLeads, customers, KYC and the dealing desk in one workspace.
- Payments & operationsDeposit methods, approvals and the transaction ledger.
- Brokerage website developmentA corporate website to match, or your existing site connected. A separate service.
- The technology checklist for starting a forex brokerageA vendor-neutral guide to what a launch needs from technology, and what software cannot do.
Licensing, timing, cost and subscription.
Does QUANTIX provide a licence or regulatory cover?
No. QUANTIX is software. Licensing and regulatory matters are your responsibility, and you should take advice in your jurisdiction.
How long does a launch take?
It depends on your scope, onboarding and approvals. We agree the timeline with you in the proposal.
What does it cost?
The subscription covers the platform, not your licence, banking, liquidity or payment-processor fees. Your proposal sets out what is included for your brokerage.
Can I add a website later?
Yes. A brokerage website is a separate service and can be built after, or alongside, the platform.
Is QUANTIX a turnkey brokerage solution?
On the technology side, largely: the Trader Portal, CRM, back office, payment workflows and notifications come connected, and you configure them for your brand and rules. It is not a brokerage in a box: banking, liquidity and payment-processor agreements stay with you and are not part of the subscription.
Can I rent the platform instead of buying software?
QUANTIX is offered as a monthly or annual subscription, not as a perpetual licence you buy once. Your proposal sets out what the subscription includes for your brokerage, and the terms are set in your contract.
Plan your launch in a private demo.
Tell us your stage and markets. We will show what the platform covers and what remains yours.