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BrokeraTech resources

CFD brokerage
guides.

Practical guides to the decisions, connections and workflows behind a brokerage.

CFD trading workspace with a market watchlist, chart, order ticket and demo positions
LAUNCH PLANNING

CFD brokerage technology setup checklist

Plan your CFD brokerage technology: trading platform, CRM, KYC, funding and staff workflows. Use this checklist to prepare your white-label software rollout.

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Broker CRM affiliate network table with campaign funnels and demo lead activity
ACQUISITION

Brokerage affiliate API integration guide

Connect affiliate traffic to your brokerage CRM. Plan lead fields, network and funnel tracking, API testing and partner portal access with this practical guide.

Read the guide
Broker CRM deposit-assistance notification with fictional client details and a follow-up action
OPERATIONS

Brokerage deposit and withdrawal workflows

Plan brokerage deposit and withdrawal workflows: funding methods, CRM notifications, finance approvals and client follow-up. Review your end-to-end process.

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One connected brokerage stack.

The technology behind your brokerage, delivered under your brand.