Step-by-step brokerage infrastructure guide
Six implementation gates connecting software, CRM, liquidity, payments and operational acceptance. Built for companies comparing TRADE OS platform packages and licensed third-party infrastructure.
TRADE OS · Complete package comparison
24 technical and commercial feature requirements in four families, with our Basic, Turnkey and Server package prices at the top. A written order confirms which modules and third-party integrations are actually licensed and included.
Feature comparison Find the right forex platform. Feature-by-feature account, integration and operations checklist. | |||
|---|---|---|---|
| Forex trading terminal & brand | |||
| Branded trader interfaceOwn-brand visuals, account controls and allowed distribution. | Core | Core | Core |
| Web trading accessBrowsers and chart features under contracted vendor rights. | Core | Core | Core |
| iOS / Android applicationMobile rights, distribution and maintenance separately scoped. | Add-on | Add-on | Add-on |
| Charts, instruments and ordersCoverage, feed, order types and historical data to be tested. | Verify | Verify | Verify |
| Multiple brand supportSub-brand and tenant rights subject to contract. | Verify | Verify | Verify |
| Trading account creationClient groups, permissions and lifecycle events. | Core | Core | Core |
| Forex broker operations & CRM | |||
| CRM integrationChoose compatible independent CRM or scoped integration. | Add-on | Core | Core |
| Trader room / client cabinetKYC state, funds and account history, external CRM as applicable. | Add-on | Core | Core |
| Back-office operator rolesSeparate admin, finance, support and compliance powers. | Core | Core | Core |
| IB and affiliate trackingCommission calculation, ledgers and reversal logic. | Add-on | Add-on | Core |
| Deposit/withdrawal workflowsPSP access, account-ledger matching and error handling. | Add-on | Core | Core |
| Risk monitoring and alertsExposure, stale quotes, margin controls and escalation. | Core | Core | Core |
| Execution, bridge & market data | |||
| Price feed provenanceInstrument entitlement, vendor contracts and quote accuracy. | Verify | Verify | Verify |
| Liquidity provider connectorLP approval, integration type, FIX requirements and connectivity. | Add-on | Add-on | Add-on |
| Bridge / order routingMap symbols, markups, rejected trades and recovery. | Add-on | Core | Core |
| Execution / reconciliation logsOrder, deal and balance event matching. | Core | Core | Core |
| Multiple data feedsCommercial data subscriptions and failover model. | Add-on | Add-on | Add-on |
| Latency and load acceptanceMeasure real candidate environments; no guaranteed numbers. | Core | Core | Core |
| Security, infrastructure & control | |||
| Hosting deploymentRegion, capacity and tenancy as outlined in offer. | Verify | Verify | Verify |
| Dedicated server architectureServer package-specific infrastructure scope. | Add-on | Add-on | Core |
| Backup and recoveryDocument tested restoration targets. | Core | Core | Core |
| Client data export and retentionData ownership and migration path. | Core | Core | Core |
| API and extensibilityAuthentication, versions, rate limits and sandbox. | Verify | Verify | Verify |
| Incident supportResponse times and 24/7 terms only if contracted. | Verify | Verify | Verify |
On mobile, swipe the table horizontally. Core, Add-on and Verify mean intended product scope, optional modules, and vendor-confirmation requirements. Status labels are not unconditional software or liquidity-provider entitlements.
Forext platform setup checklist
Each phase has specific acceptance evidence rather than vague “turnkey in a week” promises. Implementation workstreams may overlap, but the documented gates should not be skipped.
Business and regulation
Specify legal entity, customer countries, instruments, principal/agency model, marketing permissions and handling of client funds. Technology procurement is not legal authorization.
Software rights and pricing
Compare own-brand TRADE OS packages against separately licensed MT5 platform infrastructure. Check brand permissions, admin controls, hosted/server responsibilities and exit terms.
Pricing and execution
Define LP contract, FIX or bridge responsibilities, instruments, session time, spread/markup, slippage, margin rules, outages and reconciliation.
Customer lifecycle
Connect lead intake, ID checks, risk review, funded account provisioning, permissions, trading account groups, IB and support desk.
Cashier and back office
Secure PSP agreements and test deposits, withdrawals, refunds, callbacks, finance ledger, fraud controls, risk monitoring and exception review.
Production acceptance
Validate quotes-to-trade timestamps, outages, statements, reports, data retention, security access, backups, rollbacks and customer communications before launch.
Forex platform budget planning
| Cost layer | Budget treatment |
|---|---|
| Platform software | TRADE OS Basic $2,500/mo; Turnkey $4,000/mo; Server $5,000/mo; separate MT5 licence quoted by its provider |
| Implementation and branding | Project-specific setup, integrations, websites, custom UI and migration — obtain itemized quote |
| Liquidity and market data | LP/bridge costs, data entitlements, connectivity, spreads and collateral depend on providers |
| CRM, payments and KYC | Third-party subscriptions, transaction fees, reserves, verification usage and support require separate terms |
| Regulation and operations | Company, legal advice, authorised capital, compliance, staff, local offices and audits vary by jurisdiction |
TRADE OS provides a separately marketed platform route. Check the product scope and platform contract, and do not assume MetaQuotes software or a forex brokerage licence is included.
No. The user-facing terminal is one layer; pricing and trade execution, customer identity, payments, capital and operational controls also need independent contractual and technical readiness.
The schedule depends on permission, platform contracting, development, liquidity/provider onboarding, KYC/payment eligibility and acceptance tests. A fixed timeline cannot be promised.
TRADE OS published package rates are $2,500, $4,000 and $5,000 per month for Basic, Turnkey and Server respectively. Additional implementation, regulatory, hosting, CRM, market data and payment costs must be itemized separately.
Software components can overlap, but evaluation-only account rules and a brokerage offering real customer trading are different operating and legal models. Validate permissions and platform rights before reusing components.
MT5 main-platform rights come from a separate MetaQuotes authorization process. TRADE OS is a separately marketed product. Pricing, brand rights, features and support terms should not be conflated.
Related platform intents: Own-brand forex trading software · Prop firm platform · MT5 broker technology
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