So, you want to open your own brokerage, but do not know where to start? Let
us help you a little. You will need:
- A website design.
- A trading platform.
- A liquidity provider.
- A client zone.
- Payment solutions.
- Customer relationship management (CRM) systems.
- Risk technology … or maybe, just Finalto 360.
Finalto 360’s modular
design will help you and your business develop the best solution catered to your liking,
while our client services and onboarding team will create the perfect business execution
strategy. With our “brokerage in a box” solutions, all you need are five modules and one
very powerful platform. Let’s walk through it:
1. Finalto Trade
Optimise the way
you trade with our standalone Finalto Trade platform. Among its many perks are a
customisable interface, cyber security protection, a multi-asset mobile application and
website and a number of advanced back-office tools. We provide end-to-end solutions which
allow our customers to choose the services that suit their needs the best, state-of-the-art
technology and passionate experts who provide live analytics, API connections and craft
bespoke integrations, so that trading becomes easy and hassle-free.
2. Finalto Deal
Database
management, activity history, a feed and exposure monitor as well as a watch list and
easy-to-manage charts will be provided to you through our Finalto 360 Deal desktop-based
application.
3. Finalto Control
Do you want to
receive large-scale and in-depth views of you customers’ accounts and monitor all activities
by trader, platform and symbol? Finalto Control is your answer. CMR may not be for everyone,
but we make it easy. From automation of onboarding, integration with key third party vendors
such as IB management, PSPs and KYC verification to world class business intelligence and
regulatory reports we can bring it all to you.
4. Finalto Communicate
Group and
segment your clients based on multiple criteria that will cater to their personal needs,
establishing the best communication with Finalto Communicate. Receive marketing automation,
drive sales by sending out in-platform messages and push notifications and even schedule
campaigns, so no one feels left out.
5. Finalto Insights
A successful
brokerage would be nowhere without knowing its statistics. Get your latest insights with our
bespoke report builder tool which will help you add, create and edit reports based on your
business needs. Our business metrics and advanced reporting tools are powered by world
renowned analytics software. Our modules are stackable, so you can go with your favourites,
or choose them all through the Finalto 360 full package. Intrigued yet?
Book a demo
!