An all-in-one package of services and software solutions that helps entrepreneurs launch their new Crypto Broker with minimal efforts, reduced time and lower costs
A Crypto Broker is a new business model that combines the best practices from both worlds: an innovative cryptocurrency trading exchange and a classic brokerage. Beyond providing access to financial markets to its clients, a Crypto Broker provides more unique opportunities that would not be possible as a classic broker or crypto exchange alone.
A Crypto Broker provides its clients with margin trading via MetaTrader 5* platform
MetaTrader* has become the most popular trading platform not only because of its user-friendly interface but because there is a huge community of traders and developers around it. This can help you to increase the LTV of each client and make them unique offers that are not possible on spot exchanges.
Trading accounts in Crypto
Can be denominated in cryptocurrencies (traders hold money in crypto and earn profits in the same currency).
MetaTrader* 5 community and advanced tools for traders
MetaTrader* provides many tools for technical analysis, risk management and algo-trading with its MQL5 programming language and advanced built-in strategy tester. Freelancers on the official website can help to develop any strategy or custom indicator.
Open short positions on Crypto
Traders can open short positions and earn on price falls.
Copy-Trading
Offer your clients the chance to follow successful traders
and automatically copy their positions. This can help you re-activate traders who
couldn't make a profit by trading on their own.
PAMM and MAM accounts
This is the best product for traders who are interested in professional money management as it works like an investment fund
Risk Limits for trading accounts
There is a risk management tool inside the money management
platform that allows traders to set a risk limit on their accounts and protect
themselves from losses by getting all positions closed after losing 3-5-10% from the
beginning of the day.
Components of a brokerage business
A brokerage company is much more than just technologies alone. It comprises several parts and different aspects that each business owner needs to take into consideration when getting started.
Licenses & Regulations
AML & Compliance
PSP Connection
Bank Accounts
Policies, Terms, Conditions
Legal Part
Contracts AND Compliance
Google, Yahoo Ads, etc.
Referral program
PR
E-mail Marketing
Product Management
Marketing
Advertising and Product
Calls
CRM
Customer acquisition
Partnerships
Promotions
Sales
initial sales AND Retention
Crypto Broker
Operations
Support AND Management
Account Management
Project Management
Technical Maintenance
Dealing Desk
Client Support
Finance
PSP, Banks AND Audit
Deposits/Withdrawals
Banking Operations
PSP/EMI Operations
Risk Management
Cold & Hot Wallets
Technology
Backend AND frontend of brokerage
Liquidity
Trader's Room / CRM
Investment Platform
Hosting/Data-Centers
Trading Platforms
Position yourself in a huge and growing market
The cryptocurrency market is huge and continues to grow considerably. This is because with cryptocurrencies, you don’t need to have bank accounts anymore and international money transfers are low-cost and almost immediate. All major brokerages started supporting cryptocurrencies during 2018/2019. Our estimates reveal that in 2022 there will be around 2,000 Crypto brokers in operation around the world, serving over 10 million clients.
Number of Crypto Brokers in 2017 - 2020
Estimated number of Crypto Brokers in 2022
Being a highly competitive industry, there is always plenty of capacity in the market for new companies. With this proposition good startups can expect virtually unlimited growth possibilities.
Build an antifragile company resistant to crises like COVID-19
A brokerage business is resistant to most crises as it is a business that can be run with fully-remote team and has been proven during the COVID-19 pandemic in 2020. Our clients reported growth compared with the months pre-COVID-19 as people started using their services more during the lockdown period.
It's a fact that many people direct more interest to the financial markets and trade more during crises. This is largely explained by volatility on all markets which increases during this time. We saw this in 1998, 2001 and 2007 and at other times preceeding this. Higher volatility creates interesting news events and promises bigger revenues to traders, hence, they show more interest in the markets and find more opportunities for trading.
Comparison Table
Crypto Broker
A Crypto Broker offer its clients margin trading services with leverage on multiple markets: FOREX, Cryptocurrencies, Metals, ETFs, Indices, Energies and CFDs on other instruments.
One of the main differentiators of a Crypto Broker is that accounts are denominated in cryptocurrencies and the opportunity to trade long and short positions on crypto assets and receive profit in the currency of the account.
The business model can be realised with two trading platforms: cTrader and TradeLocker (soon).
To maximise marketing results, we recommend the use of both platforms.
Crypto Spot Brokerage
A Crypto Spot Brokerage is a place where customers are able to trade without leverage and exchange crypto assets on stablecoins or fiat currencies and vice versa.
Based on BBP platform
Features
cTrader
TradeLocker (soon)
Crypto Spot Brokerage
Comments
Trading features
Order Book
This is a fully functional DOM. Limit orders are shown in a widget.
Market Depth
This is indicative L2 depth of market. Limit orders of clients are not shown in DOM.
Order book grouping
Summarizing volumes on each order book level
Market Making
78 currency pairs available
Time and Sales
List of all trades
Custom Leverage per Order
Clients can choose custom leverage not just for their whole account but for each position separately
Advanced Order Tools
Margin Trading
Using borrowed funds to trade a financial asset
24/7 Trading
Only for cryptocurrencies
Leverage Trading
A broker can provide any leverage options to its clients
Partial Order Fills
Execution of placed orders according to real available liquidity
Short Positions
Instruments
Crypto CFD / Derivatives
100 Cryptocurrency pairs
Crypto Spot / Cash
18 major crypto assets against major FX
FX Margin
78 currency pairs available
FX Cash
You can offer deliverable FX exchange
Indices
12 CFDs on indices, including UK FTSE100, S&P 500 Index and Hong Kong 50 Index
Metals
13 Metals, including XPTUSD
CFD on ETFs
7 ETFs
Energies
3 CFDs on energies, including WTIUSD and NGCUSD
CFD on Shares
400 CFDs on equities, including Apple, Amazon, Facebook and Tesla
Interface
Adaptive coloring
Layouts can be coloured according to your brand guidelines
Day/Night mode
All end-users have optimal visual experience while using our product
Customizable Layout
Your clients can drag & drop windows with charts and market watch, etc and create a workspace as required
Multiple Workspaces
Different workspaces can be used
Desktop Platform
Advanced functionality of MT5* such as strategy tester available only in desktop app
Web-Based Platform
A convenient way to trade from any device
Other
Highload Architecture
FIX API
Electronic communications protocol for financial information exchange
Web Socket API
Support of Money Management Platform
Includes Copy Trading, PAMM and MAM. A tool for increasing the LTV of clients
Multi-level IB
Coming soon
Coming soon
Set up different levels of IB rebates and profit sharing.
Denomination of accounts in cryptocurrencies
Includes Copy Trading, PAMM and MAM. MetaTrader* 4 & 5 are supported.
Acceptance of deposits and withdrawals in cryptocurrencies
A convenient and easy way for deposit/withdrawal. No chargebacks.
Cryptocurrency wallets in Trader's Room
Ability of end-users to keep funds in cryptocurrencies
Compatibility with simple converter
Offer your clients a spot cryptocurrency exchange inside your Trader's Room
Crypto Broker Technology Flow
Technologies required for running a successful brokerage can be divided into 7 main components:
CRM / Clients' area
Trader's Room
IB module
PSPs
Converter
Social Trading / PAMM / MAM
Money Management Platform
PAMM
MAM
Copy Trading
Trading platform
cTrader
and/or
optional Platform
TradeLocker (soon)
Access to 800 assets
Prime of Prime Liquidity
Accept payments in cryptos
Blockchain Wallets
Merchant Solutions
Enterprise Solutions
There is no need for a start-up company to develop any of these components as B2Broker has a full-package of products that are built to work together.
Links
Components
How your clients use it
Trader's Room / CRM
B2Core is a broad and multifunctional cabinet solution suitable for every type of financial business.
The solution is based on cutting-edge technology
and a thorough analysis of market needs. It is now
acknowledged as the industry's leading trader's room
software.
Everything you need falls under one roof with
B2Core, including many integrations: payment services, platforms, support
systems, KYC providers and marketing tools.
In addition, the solution features a high level of
homemade functionality, such as Banners, Announcement System, IB Room and Anti-fraud to provide you with the widest range of
features available that you can utilise to maximize your
business operations.
Main Trading Platform
cTrader is an electronic trading platform widely used by the online retail FOREX industry.
This is an industry standard trading platform for the FOREX market with a huge community of traders and developers around it.
Your clients can trade from any device: Desktop App, Web Terminal or mobile app.
There is also a wide choice of expert advisors, custom indicators and trading signals within the MetaTrader* ecosystem.
Optional Trading platform
TradeLocker is a White Label Margin Exchange trading platform developed by B2Broker
A fully customizable platform where users can select leverage for each trading order.
Designed with both institutional and retail clients in mind, it supports multiple asset classes, such as FX, CFD, Stocks, Commodities, Funds and Cryptocurrencies.
Prime of Prime Liquidity
A flow of quotes and buy/sell orders from multiple liquidity providers for more than 800 instruments from 7 asset classes.
Liquidity is one of the core components of a brokerage company.
Direct Access to Tier-1 FX liquidity venues empowers you with technologies that provide many competitive advantages: raw spreads, a deep liquidity pool and best of its class execution speed.
Better institutional pricing for instruments can either allow you to provide your IBs with bigger
rewards or to set lower commissions and tighter spreads.
Platform for creation of investment products
A tool that allows the launch of Copy Trading, PAMM or MAM accounts in your company and offer
investment products for those people who don't want to
trade on their own.
About 3/4 of traders cannot make a profit when
they trade on their own.
Good news: Copy Trading and PAMM/MAM accounts can
give them an alternative way to earn money on the
financial markets by following the trades of successful traders and earning alongside them.
For already profitable traders, you can provide them with the opportunity to become a signal provider and scale their success so that
they earn not only their own money but also a % of profit from all subscribers.
Enterprise blockchain wallets
B2BinPay`s Wallets Solution is a highly secure, reliable and scalable multi cryptocurrency wallets solution for brokers.
Enterprise Wallets Solution allows businesses to Accept, Store and Withdraw digital currencies such as Bitcoin, Ether, Ripple's XRP, Tether and many more automatically using API or manually.
We offer 24/7 technical support, education and more. Everything is designed with your comfort in mind to maximise your experience with us.
Cryptocurrency Converter inside Trader's Room
with wallets and real-time rates
Offer clients a cabinet with instant deposits/withdrawals and the possibility to get one currency converted into another with no limits.
and many more integrated tools that make our solution even more efficient.
Multi-Level IB module
Benefit from our multi-level IB system and build a tree of rewards offering an unlimited level-based partners program that rewards more than just direct IBs with commission. Offer your partners dynamic rebates with an adjustable formula calculation.
Advanced Frontend
Developed specifically to be an easy-to-use product with no excessive
animations or data. Everything is flawless and as it should be.
KYC Module
Go through the verification process as smoothly as possible with the in-built
Know Your Customer system and UI. Adjust your users to complete as many
levels as needed so that they can increase withdrawal limits/open advanced
accounts. Bring automation to the process by connecting such solutions as
SumSub or Identity Mind in order to avoid human labor in checking the
documents.
Wallets
Store, exchange, transfer, withdraw, trade with your funds in various
denominations in the safe space of B2Core.
Momentary Transfers
Instantly send funds to trading platforms to avoid margin calls and stop outs
thanks to our deep integrations with the Trading Platforms Flagmans.
Advanced Security
Homemade Antifraud system allows for tracking of vulnerabilities from your
end-users' actions. You can limit access to the admin panel from certain
whitelisted IPs.
Trading Analytics
Give your clients the opportunity to check their trading activity and analyze
the key metrics inside the B2Core cabinet.
With Virtual Hosting, the cTrader platform can operate even when the computer is turned off. Your clients can virtualize their platform in just a few clicks and run it on a remote server (FOREX VPS). Their robots' trades and signal subscriptions will be executed at any time with minimum delay!
Freelance Developers
Your clients don't have to be developers to start using the full power of MQL programming language. On the MQL5.com website, your clients can find many developers that are ready to create a trading robot or custom indicator for them.
Vibrant Community
cTrader has become very popular because it is very user friendly and it is widely used by millions of traders worldwide with a vast infrastructure around it. There is a forum on the MQL5.com website where everybody, including traders, developers, and investors can find answers to their questions. You can also find a lot of different information, videos, tutorials and tools on the internet.
Programming language for custom trading robots & indicators
cTrader has built-in programming language MQL4/5, which is very useful and allows developers to create different custom tools for technical analysis and their trading robots. You can optimize parameters and their performance on historical data with a strategy tester.
Native Mobile Applications
Metaquotes* created native apps for iOS and Android devices. Your clients can trade on the go and do technical analysis directly from their phones or tablets.
Web Terminal
WebTerminal Your clients can log into the web terminal from any device with Web browser support. No installation is required which is essential when a client is limited with rights on his PC.
MQL Trading Signals
A trading service that allows the automatic real-time copying of orders from
one account of a successful trader to the follower's account. Many
successful traders provide public access to the deals they execute on
financial markets free of charge or for a reasonable fee.
Powerful Technical Analysis
Technical analysis is one of the core elements of success in the financial
markets. Various indicators, oscillators and tools can help traders identify
the trend direction and choose the right moment for opening and closing a
position.
A fully customizable workspace which includes intuitive visualization of market data and offers an extensive suite of trading tools and more. Set up the perfect trading environment for your clients.
Professional Сharts
Place trades, manage orders and work directly from our integrated charts. Use our comprehensive suite of drawing tools and over 50 technical indicators to analyze price trends.
Flexible Workspace
Create and configure as many workspaces as needed. All settings windows are scalable and can be transformed according to Brokers' needs.
Custom Leverage for each trade order
For precise risk management your clients can set their own custom leverage for each trade order.
Branding Customization
A fully branded and customized platform with custom logos, banners, icons, names, profiles, statements, instruments and color schemes, etc.
Multiple Order Types
TradeLocker offers multiple order types to support the most sophisticated trading strategies and to provide users with a variety of options on how and when to enter and exit a trade.
Customizable Price Streams
Well balanced, tested by businesses and ready-to-use price streams with customizable markups. Multiple markup profiles on instrument / group / account levels.
Order Book
The list of limit orders that B2Margin platform uses to show the interest of buyers and sellers in a particular financial instrument for a specific price, and with a specific amount of volume which can be fully or partially executed by client orders.
Beat your competitors with an exceptional
offering to clients with wide range of more than 800 instruments across 7 main asset
classes. With B2Broker's DMA liquidity your clients can trade all assets from one
account.
A multicurrency denominated margin account
Multi-currency based margin accounts allow
brokers to minimize volatile risks between clients' equity and brokers' equity.
Margin accounts can be denominated in any currency from B2Broker's liquidity,
including cryptocurrencies. Client accounts in different currencies which are
correlated to each other can be connected to one margin account. BNB and BTC based
accounts can easily work with a BTC based margin account with minimal risk on
volatility differences between the two currencies, for example.
Ultra Fast Execution
Your clients can trade any strategy they want. Physical proximity to all central trаde servers of major ехchаngеs, liquiditу providers, bаnks and other finаnciаl institutions allows us to minimize trаde requests execution times.
Deep Prime of Prime Liquidity
Market liquidity impacts everything from the bid-offer spread to trade
execution and is crucial since it affects how quickly you can open and close
positions. As a broker, you need to have access to the deepest liquidity
pool available to handle all the needs of your traders.
Advanced Reporting Systems
Take control of your business with our advanced reporting capabilities.
Create numerous comprehensive reports such as detailed account statements
and scheduled reports by email with parameters configured to your
specifications. Utilize real-time and historical data to plan and maximize
your business potential.
Single Margin Account
B2Broker offers exceptional levels of technology and speed of execution
facilitated by a single liquidity contract and single margin account. No
need to enter into a separate agreement with an exchange, bank, prime
broker, or liquidity provider.
NET Open Positions
Netting is a method of reducing risks in financial contracts by combining or
aggregating multiple financial obligations to arrive at a net obligation
amount.
Customized Streams
We work closely with our clients offering ready-made or customized streams of
liquidity to facilitate trading. This enables brokers to benefit from best
execution and competitive spreads, together with raw, small, medium and big
mark-ups and get rebates.
Money Management Platform CopyTrading / PAMM / MAM
Place a widget with leaderboard of traders with detailed statistics on your
website and improve your marketing. No development is required.
History Uploader
With the history uploader you can convert your clients' past historical
trades into charts and extensive statistics for the leaderboard in a few
clicks. This can save you 6-9 months on creating a leaderboard attractive
for investors.
Copy Trading and PAMM/MAM
With an investment platform you can offer investment products to all kind of
traders and investors. For amateurs and beginners you can offer copy trading
as the most simple, yet effective product. For experienced traders you can
offer PAMM/MAM which is perfect for private money management.
Risk limits for investors
Investors can set a risk limit for each trader they choose to follow. This
helps them limit their risks and makes them feel safe and secure. This
feeling of safety converts into bigger deposits.
Customizable layouts
We have more than 100 different settings that can be customized during setup.
You can turn on/off in a few clicks in the admin panel the account types
that will be available to clients, the fees they can set, what UI elements
in the web interfaces they can see, in what groups their accounts can be
opened and many more features.
Integration with IB module
Your IBs can earn money - not just standard IB rewards like $/lots but also
receive a % of fees that investors pay to masters. Available for single and
multi-level IB schemas.
Reverse copy
In every brokerage there are not many profitable traders. However, you can
offer your clients the chance to follow not only the best ones but also the
worst ones using the reverse copy mode. When the signal provider makes a BUY
trade, a SELL trade is copied to the investment account.
All fiat and cryptocurrencies are supported
Your clients can use an account denominated in any fiat and cryptocurrency:
USD, JPY, BTC, USDT, EUR, etc. The platform supports any combination
imaginable. All fees are calculated and paid respectively.
15 major coins are available including Bitcoin, Bitcoin Cash, Ethereum, Litecoin, Dash, Ripple, NEO, NEM and Monero. A choice of 6 top stablecoins, including USDT, USDC, GUSD, PAX, TUSD, BUSD and 888+ tokens are available as a mode of payment.
Liquid and Non-Liquid Tokens
All types of tokens are supported, including both liquid tokens that are listed on top exchanges, as well as only issued tokens. Custom token integration ensures a quick and straightforward process for integrating your own NEO, NEM, ETH and Omni-based tokens.
No Chargebacks
Blockchain transactions are irreversible with no chargebacks and no recurring fees or hidden charges. A straightforward and transparent service that is entirely independent. This means there are no third parties involved in transactions so there is no need to rely on any bank or government.
Advanced Security
Security is not only of major importance but requires expert know-how to maintain. Reduce your risks and costs by allowing us to handle it. We handle all node patches and updates so there is no need to get involved in any of these aspects as they are all taken care of as part of our enterprise solution.
AML/Compliance Check
We have more than 100 different settings that can be customized during setup.
You can turn on/off in a few clicks in the admin panel the account types
that will be available to clients, the fees they can set, what UI elements
in the web interfaces they can see, in what groups their accounts can be
opened and many more features.
Technical Support
We offer 24/7 technical support, education and more. Everything is designed with your comfort in mind to maximise your experience with us.
Real-Time Exchange Rates
KYT compliance technology ensures your business measures up in terms of anti-money laundering requirements. Complete data-centric information about transactions helps crypto businesses comply with local and global regulations.
Lowest Fees
Avoid high credit card fees and accept crypto payments for as low as 0.4%.
10+ Integrated Rates Providers allows us to offer the best exchange prices on the market with optimal stability.
Advanced Frontend
Developed specifically to be an easy-to-use product with no excessive animations or data. Everything is on point.
Markups on exchange rates
Select the markup percentage that you want to apply for the currency in order to be able to get your "earnings" on clients' conversions. Easily adjust the markups on the fly.
Restrictions
Enable or disable the pairs that you want to be allowed on your Converter easily via the admin panel.
Min/Max Amounts
Setup the limitations for the minimum and maximum conversions in order to avoid any risks.
Hedging
Connect your B2BX account in order to hedge any clients' exchanges and cover any volatility risks from your side.
Variety of Pairs
Add any crypto/crypto, crypto/fiat or fiat/fiat pairs to your converter with just a couple of clicks.
Quick Percentages
Simplify currency exchange with quick buttons that will precalculate the conversion amount so that the client does not need to do the calculations on their own.
Accеss B2Brоkеr's decade-long expertise in its field. We use advanced solutions and the best opportunities in the industry to save brоkеrs' time and mоnеy.
Start your Brokerage Now
Accеss B2Brоkеr's decade-long expertise in its field. We use advanced solutions and the best opportunities in the industry to save brоkеrs' time and mоnеy.
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Turnkey Package Advantages
A Turnkey Broker is a great choice for getting started. Simplicity of maintenance and assistance along with cost-effectiveness are just a few of the many benefits available.
No Banks and No Chargeback Fraud
Simplicity of acceptance and ease of international transfers are two good reasons to integrate cryptocurrency payments. No need to open a bank account which can be a lengthy process without having a respected licence.
Accepting deposits and making withdrawals via cryptocurrencies is many times cheaper than any other fiat payment systems, giving you the opportunity to offer additional bonuses or benefits to your clients.
Get a higher ROI with faster and cheaper money transfers
Cryptocurrency transfers are not just cheaper than bank or card transfers, but much faster. Your clients' money is not held up in a bank payment system or similar for days or weeks, but is available for them on their trading accounts in as little as a few minutes.
This has the added benefit of greatly decreasing the time period from when your client first saw your advert and the time that he starts trading.
A super cost-effective solution
A Turnkey Broker is a super cost-effective and time-saving solution as it is a based on a White Label of MetaTrader*. You can save more than$90,000 on setup costs and around $10,000ongoing monthly costs for full licensing, servers and a technical support team.
This is not a compromise solution in any wayIt is a fully branded solution and clients will never know whether you are using a White Label or Main Label license.*
Setup Price
No setup fee for White Label since it's our server.
Full license will require exact amount of upfront payment.
White Label setup price
Main Label MT5* Server License
Monthly payments to MetaQuotes*
Cheaper than Main Label
White Label Technical support
Main Label Server technical support
It is considered that ordering Main Label solves all issues, but in fact, it brings a vast range of issues which needs to be monitored and handled. In case of ordering Main Label, such expenses as technical support, monitoring, server hosting, etc should be covered. On the other hand if White Label is taken, additional payments are not charged, the total price is transparent and included into monthly payments.
Launch 2 weeks faster
Our legal department helps with the registration of your new company. Our Trading server administrators handle setup of the trading platform while our team of engineers take charge of all other components.
As we control the entire software package, we ensure the perfect timing for all steps during technology setup, without having to wait for information from other companies, access or other details. This means we can proceed without any delays.
Time for IT infrastructure setup
Setup of components from different vendors
Turnkey Setup from B2Broker
Weeks Faster
All products are built to work together
Our engineers work closely to deliver products that are thoroughly tested and work well together. All our products are already integrated with each other and are ready to go live.
We have a proven deployment process and conduct tests firstly during the development of any software, secondly, prior to all updates of the live environment and additionally before any updates of the MetaTrader* trading servers.
State-of-the-Art Infrastructure
The infrastructure on which trades are executed is crucially important in obtaining the fastest trade execution possible.
Physical proximity to all central trаde servers of major ехchаngеs, liquiditу providers, bаnks and other finаnciаl institutions, allows us to minimize trаde requests up to a hundredth of a second.
With a White Label from B2Broker you only need to be concerned with marketing and operations. We take care of the technical side of business.
Many products - Single support team 24/7
If something happens and you need help, we will never say , "Sorry, it is not our responsibility" and refer you on to someone else. Our technical support team logs everything, including all details and comments from developers across our entire product range and will help you without asking you too many questions.
Tutorials and Materials
B2Broker is committed to working alongside its clients to ensure ultimate user satisfaction. An extensive range of tutorials and materials is available to assist with all technical aspects.
Education
Education is an all-important part of our service. We offer a variety of training materials including videos and demos to help our clients understand the business.
Major Languages Supported
Our knowledgeable and friendly customer service team can assist you in 8 languages including English, Russian, Chinese, Farsi, Hindi, Spanish, Arabic and Urdu.
Account Manager
All our clients are assigned a personal account manager who is always on hand to answer questions and deal with all their requirements.
Product Manager
Our product managers are deeply knowledgeable about our technical solutions and are there to assist our clients with any specific enquiries.
Interested in a Turnkey Brokerage?
Watch the video and get in touch with our sales departament.
B2Broker provides access to 800+ instruments and 7 asset classes on one single multi-currency marginal account.
Our liquidity pool is already integrated with MetaTrader 4, MetaTrader 5, B2Trader, xStation and cTrader.
B2Broker uses the information you provide to us to contact you about our relevant content, products and services. For more information, check out our Privacy Policy.
B2Broker provides access to 800+ instruments and 7 asset classes on one single multi-currency marginal account.
Our liquidity pool is already integrated with MetaTrader 4, MetaTrader 5, B2Trader, xStation and cTrader.
10 steps for creating a Crypto Broker
The setup of a brokerage company is divided into 10 steps that usually takes from 4 to 8 weeks. It starts with company registration and a website and ends with IT setup.
Website Creation
up to 8 weeks
KYC & Preparation of documents
Registration of the company
Getting a White label of MetaTrader*
Setup of Trader's room and KYC providers
Setup of investment platform
Signing contracts with Payment Service Providers (PSPs)
Connection of PSPs in TR *
Connection of Crypto CFD Liquidity
Granting access rights for staff
START
WEEK 1
WEEK 2
WEEK 3
WEEK 4
WEEK 5
How long does it take to connect a new PSP to Trader's room?
The connection process of a payment system can be divided into two parts: signing a contract with PSPs and integration of the PSP to the Trader's room in order for your clients to start using it. These 2 activities should be dealt with individually:
The process of going through KYC and signing a contract with a PSP can take different times depending on your jurisdictions and licenses. Your legal department will be in charge of this aspect.
Activation of a PSP that is already integrated to TR can take up to 1 week.
Integration of a new PSP can take up to 3 weeks.
Turnkey Broker Strategy Flow
Answers that will help you to choose the appropriate technologies required to turn your vision into an operational business
Legal Questions
Aspects requiring the involvement of the legal
department
Legal aspects are very important for all companies.
Choosing a jurisdiction for company registration, connecting payment systems and
even deciding on marketing channels will fall under the remit of your legal
team.
Where will your company be incorporated? Under what jurisdiction? Where will your headquarters be located? What will be your company structure?
How much will it cost and how long does it take to obtain a license? Will it be possible to start with an offshore license and then get a better one once your business takes off?
What payment systems, EMIs and banks will be willing to work with you?
How will you conduct AML, KYC and KYT: external systems / outsourcing compliance?
Who will be responsible for all procedures, regulations and communi-cation with regulatory bodies, creating contracts with counter parties etc?
Marketing Strategy
Everything relating to the acquisition of new
clients and product management
Creating a marketing strategy will help you get a
clear understanding of what products you should offer potential clients and
how you will reach them. After gathering answers to these questions, you
will begin to gain an understanding of what technologies you need.
Who will be your clients and how will you reach
them? PPC, SEO, SEM, etc need to be taken into account along with what
marketing channels you will use.
Why would they choose to start trading with your
company? What is your advantage or differentiator compared with your
competitors?
What products will you offer? (Value proposition).
Will you use and promote partnership programs
such as CPAs or IBs? Will you use bonus schemes?
What marketing platforms and tools are you going
to use? Where will you target your e-mail marketing and analyze performance
and ROI?
Website
Questions relating to the design, development
and running of a website
A website is a place where your clients find out
information about your products and services and your company overall. A
good website fosters credibility and helps drive the selling process.
Answering questions will help you plan all tasks related to your most
important sales and marketing tool.
Do you already have a website? Have you bought a
domain?
What products will you offer on your website?
Who will create landing pages for you? Are you going to conduct A/B testing?
Do you have a logo and brand book with your
corporate style? Do you have any technical requirements for your new
website?
Are you going to undertake the design, content
and development on your own or hire freelancers or
an agency?
Who will be responsible for technical support of
your website? How are you going to protect it from DDoS attacks?
Sales Strategy
Aspects related to the development of
relationships with new and existing clients
Your sales strategy will be closely related to
your marketing strategy and vice versa. Hence, any decisions you make in
this part of your business model will have a significant influence on your
operations overall, including marketing.
How will you sell to your clients? Will it be
via phone calls or introducing brokers, chat bots, automated email
marketing, or any other method?
What will be your retention strategy? What
tactics will you use to persuade customers to make subsequent deposits?
What CRM are you planning to use? Who will be
your VOIP provider?
In what regions are you going to sell your
services? Will you make calls to just registered clients or inactive ones
too? Do you plan on cold calling?
What products will drive your sales? What
benefits of your products will you promote?
Operations
All your staff requirements for the hiring
process
The core of every business is its people. In looking
at your operational structure, you will need to figure out what staff you need,
how they will work together and what tools they will need to effectively perform
their duties.
How many staff do you need and what roles will they
play? Could some roles be outsourced or automated with software?
Who exactly will work for you? What form will your
organizational structure take?
Who will be handling technical support 24/7 (or at
least 24/5)? How will your clients contact you to ask questions: phone calls,
email, tickets, chats or office meetings?
What internal procedures and work schedules will you
have? How will you exercise internal control of remote work between departments?
Project management, deadlines, roadmaps are all aspects that should be
considered.
What software will you be using internally for
communication purposes and task management?
Finance
Everything related to payments and budgeting
Financial matters relating to all parts of your
company are of utmost importance and will raise a number of questions as to how
they will be handled. Whether its related to payments and budgeting or tax
issues and company revenues, there are a variety of points that need to be
addressed.
What will be your fixed and variable costs? What are
your projected revenues for the first and second year of operation?Who and how will your costs and revenues be calculated? What will be your cost/revenue structure? How will you optimize it? What will you need in terms of cashflow?
What banks and payment systems will you use? Who
will be in charge of communication with banks, PSPs and counter-agents? How do
you plan to monitor capital adequacy and the distribution of assets?
Who will be in charge of accounting and checking
debit and credit? How will you deal with payroll? Are you planning for internal
and external audits? How about tax optimization? Who will take responsibility
for budgeting of projects?
Who will handle the deposits/withdrawal process? Who
will take control of deposits that are not automated? Who will be in charge of
withdrawals including initial checks, anti-fraud checks. etc?
Who will be responsible for internal control of
fixed asset accounting and on-time payments to
counterparties? What systems will be in place for the daily checking of all
reports?
Evolution of your business model
These are just the basic questions. To expand your business, you need to work through all of them as a minimum and for your business model to evolve, you need to be constantly expanding your team while raising the level of customer service offered. Marketing tactics and improving your products are an ongoing process. In a highly competitive environment, your service must always be of the highest quality.
Marketing Guide
This marketing guide is based on the best practices in the industry. Our Product and Marketing managers have worked on this guide for 3 months to provide you with a useful tool for creating an efficient marketing strategy.
You'll learn from this guide:
An overview of marketing channels
SEO basics and recommendations
How to create and analyze PPC advertising
How to maintain your brand reputation
What instruments are needed for efficient email marketing?
What specialists are needed with ready-to-use text for job offerings
Our 39-page guide will help you save a considerable amount of time and hundreds of thousands of dollars on testing.
Hundreds of companies are already using this guide to improve their marketing strategy.
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1-Page Business Model
This is an example business model of a FOREX Brokerage company. You can start by using the blocks below and adapt it according to your vision.
Beginners
Professional Traders/Money Managers
Investors
Entrepreneurs / Crypto Enthusiasts
Customer segment
Who are your clients?
Beginners
Professional Traders/Money Managers
Investors
Entrepreneurs / Crypto Enthusiasts
Client relationships
How and where will you communicate with your clients?
Writing a blog / content on a website
Trading school
Help desk
Chats in messengers
Phone calls / hot line
SMM
Email
Distribution Channels
How will they learn about you?
Influencers
Partnership programms (IBs, CPA)
Offline events
SEO + PPC
Display advertising
PR
Blogs, Podcasts, Youtube Channel
Value Proposition
What value will you bring to your clients?
Trading tutorials
Feel of confidence and safety
Deep liquidity
Best trading terminal
Good trading conditions
Wide Range of trading instruments
Multiple payment options
Free VPS hosting for expert advisors
Useful content
Investment opportunities
Easy conversion of fiat to crypto
Offering extra revenues from fees from investors and followers
Trading accounts denominated in Fiat & Cryptocurrencies
Multi-level IB platform integrated with money management platform
Key Activities
What key activities need attention?
Creation of trading courses
Creation of analytics
Sales & Marketing
Customer support
Organization / Participation at events
Partnership development (teaching and finding new partners)
Content creation for blogs, email marketing and other publications
Key Resources
What do you already have in-house?
Website and online resources (Youtube channel etc)
Company and brand
Licenses, connected PSPs and Bank accounts
Client base
Trading platform, Servers
IT Infrastructure
Key specialists
Cryptocurrency converter
Enterprise wallets
Key Partners
Who will help you?
Sales and Acquisition partners (IB & CPA partners)
Technology partners/vendors
Liquidity Partners
Fiat PSPs / EMIs (Payment service providers)
Crypto PSPs
Design Agencies
Marketing Agencies
Professional money managers
VC Partners / investors
Lawyers
Accountants / Auditors
Brand Ambassadors and influencers
Cryptocurrency exchanges
Revenue Streams & Cost Structure
Average distribution of sources of income and costs in the financial plan of brokerage company.
Revenue streams
30%
Commission from trading volume
15%
Spread markups
15%
Markups on deposit / withdrawals via PSPs and Crypto
10%
Currency exchange spread & commission markup
10%
SWAP markups
20%
Other brokerage revenues
Costs structure
25%
Marketing costs
25%
Staff costs (Salaries + office)
15%
IT Infrastructure costs
15%
Payments to partners (Introducing Brokers rewards)
10%
Legal + Accountants + Audits + Lawyers
10%
Taxes
This is an aproximate cost and revenue structure of a brokerage company that can vary depending on business model, regulation, investments and markets.
Customer Evolution Map
Each customer goes through several roles during his life-time and use different products. Clients usually start with simple trading account and then follow it with social trading or PAMM accounts.
Lead
Registered user
Client
Active Trader
Active Investor
Professional Trader
inactive
Stage
Client's action
Broker's action
Opportunities
Lead
Reads an article in blog, gets interested in the financial markets. This is a good opportunity to make some money from savings, get rich and look smart in the eyes of friends. Then he clicks on a promo banner and goes to a broker's website.
Create captivating content and a good landing page. Once the user clicks on an ad the broker needs to initiate retargeting advertising.
There are several ways in which a broker can improve his sales funnel: 1. A/B testing of advertising and landing pages to increase conversion 2. Regularly create content via blogs, YouTube and social media to increase brand awareness 3. Create materials and partnership programs and start working with introducing brokers who will act like external sales managers. It make sense to hire a dedicated manager to work with IBs. 4. Offer super attractive commissions and other trading conditions for one instrument and use it in marketing campaigns.
A cryptobroker can also differentiate from cryptocurrency exchanges with high leverage and short positions.
Registered User
Client goes through registration process and verifies
his phone number and email.
Guide a client through the registration process. This can be done with online chat or instructions on the website. The main purpose is to make the next steps clear so he knows what account to open and why he needs to do it.
This lead has already landed on your registration page. Make your offer valuable for a client by offering him a welcome bonus, free commissions on deposit and continue using retargeting marketing if he did not complete the registration.
Client
Once the lead has passed the registration process he becomes a client. Now he passes KYC, opens a new account and makes a first deposit.
He already knows what his next step is i.e. to be an investor or a trader as this was his initial motivation for opening an account and making a deposit in fiat or cryptocurrency.
Send an email after a registration with the following steps: Send an email if he failed to complete KYC or the deposit process. Make a phone call if possible.
The client is now just few steps ahead of making his first deposit so don't lose him.
Send auto-emails for all registered, but not active clients. Hire 1or 2 Sales managers to work with such clients.
Continue sending emails to inactive users related to big market movements once a month.
Active Trader
The client has downloaded the trading terminal, created a workspace, started to using indicators and may have bought EAs.
His main aim now is to find his way to be profitable by creating a trading strategy and being a disciplined enough trader to follow it.
The first days and months on the market is the hardest period for any trader. Communicate with a client via email, write blog posts, live streams with trading tips and organize a discord chat where clients can meet each other and don't feel lonely by being one on one with the market.
All traders have 2 paths: Become a PRO or an investor. If the client shows good results offer him the chance to become a money manager in social trading or PAMM and earn more money by getting fees from investors. Or if client cannot show consistent profitability, show him a new approach to learn and earn with copy trading where he can subscribe to signals from traders with a good track record.
Create a community, create a trading tribe with live streams on youtube, podcasts and live chats for your clients. Getting the support of like-minded traders is important for making renewed attempts and evolving discipline and skills.
Be a coach: check with manager's applications trading statements of clients and send them direct emails or make calls to offer a new approach if they are not successful in what they do (like opening positions which are too big) or offer new products if clients are making money.
Active Investor
An investor goes to list of master accounts and checks the statistics and performance charts of traders. If he likes the profit/risk ratio, he then starts following a trader and his position will then be copied to his account.
The role of investor is just to set a risk limit and from time to time monitor the performance of his account.
The good thing is that he can also open an account in cryptocurrency and expect to earn on the growth of Bitcoin combined with profit from copied positions.
Write blog posts such as "10 rules of wise investor" or "5 tips how to choose a money manager".
Create tutorial videos featuring tips for analysis of traders via their public statistics pages.
Send emails with top 10 signal providers to their clients.
Do everything possible to highlight good traders and make the selection of a signal provider a simple enough process even for beginners.
It is also very important to promote the creation of investment portfolios from several signal providers.
A broker can promote the opportunity to be a trader and investor at the same time.
If a trader is successful, he can consider investments as a diversification of strategies i.e. he has one working strategy and allocates 20-30% of his capital to other traders who can make money.
For investors copy trading provides further opportunities: to watch over the shoulder of professionals and adapt their trading strategies and approaches to risk management or choosing volumes.
Another opportunity is to offer clients the idea of creating investment portfolios not only from traders but also from indices and cryptocurrencies.
Professional Trader
A professional trader already has a strategy and is disciplined. The next step for him is to start scaling his success with the money of investors/followers. So he opens a master account and starts collecting trading history so that investors will see it and subscribe to him.
A broker can offer two main things to his good active clients: 1) Open a master account and convert their statement to an attractive performance chart. 2) Teach masters how to promote themselves: create a good strategy description, provide them with tips for sharing their performance in social media.
The opportunity to become a signal provider is probably the best thing a broker can offer all his clients as it opens a real career path with big potential earnings on fees for every trader even if he doesn't have a big own deposit.
Make heroes of your best traders. Take part in interviews for podcasts and youtube or blogs. Create live streams or Q&A sessions.
Real success stories are always inspiring and different from typical offers like small commissions and tight spreads.
As a bonus, it can gain you a loyalty boost from your clients and earn respect from the community.
Inactive
Sometimes clients stop trading or withdraw all their money from their investment accounts. This can be done for multiple reasons: they may not earn enough or need to withdraw their funds to buy a new car, for example.
Your inactive clients are probably the most underestimated asset of your company.
They are the people who believed in you once, opened accounts and made deposits. They can do it one more time, but just need some motivation.
Give it to them!
Email them on a regular basis once a month or every 2 months during big market movements, send them emails with a summary of the best or offer them the chance to test new EA with free VPS.
Of course, you should continue to publish new content on all social media channels.
Analyze the last actions of your clients. Why have they stopped trading or investing. Try to find an alternative to their actions. If they had a problem with discipline offer them a daily risk limit. If they failed with EAs, offer social trading. Reactivate clients with products they've never used before.
Try to offer them non-trading products like crypto-fiat converter.
Call or email them.
Reactivating a client costs much less than getting a new one.
Unique Selling Proposition Examples
There are many different USPs that you can offer your clients to differentiate yourself from your competitors, all of which are based on B2Broker products.
Liquidity
Trader's Room
Money Management Platform
MetaTrader* 4/5
Crypto Processing
Let's talk about your business model
If you're looking to set up your own brоkеrage business, should you choose FOREX or Crуptо? Find out more about what each sоlution offers and what is the best chоice for you.
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FAQs
Have a question? A source of useful information about our products and services.
Can I set up an MT4* crypto broker?
Generally speaking yes, but MT4* is not adopted for cryptos. With MT5* you get availability to denominate accounts in cryptos and it supports 8 decimals, while MT4* supports 5 decimals for quotes and 2 decimals for balances.
Does your Crypto gateway accept Visa/MasterCard?
No, we offer a cryptocurrency payment gateway which is capable of accepting any crypto but not fiat currency.
Can you tell me which Brokers are your clients?
No we cannot do that. We sign a NDA with our clients and we do not disclose their names.
Do you provide any assistance or support?
Yes we do. As soon as you acquire our services we will provide you with an Account Manager for general questions and 24/7 technical support. We also run training sessions for our customer’s teams with our product managers.
Do you provide Islamic (SWAP Free) Accounts?
We offer our liquidity services on institutional conditions with SWAPs. But you as a broker can create an Islamic account type with storage as a payment for holding positions overnight for your clients.
Can I brand my Broker?
Yes you can. No one will see the B2Broker logo on your TR or MetaTrader* terminals.
Do you provide futures and cash equities?
To offer these types of assets to clients you will need to have a securities license and be a member of a regulated exchange.
Are the 100 Cryptocurrency CFDs tradable 24/7?
Yes they are.
Can a trading account be denominated in crypto and fiat?
Yes, denomination of trading accounts in any fiat and cryptocurrencies is the main differentiation feature of a crypto broker.
How do I accept payments from my clients?
It depends on which payment system is integrated into your Traders’ room. B2Core is already integrated with more than 40 PSPs and EMIs and all you need to do is sign an agreement with one of them and connect them in a few clicks.
Can I trade FOREX with the Crypto broker?
Yes you can. We provide you with multi-asset liquidity, trading instruments of 8 asset classes: FOREX, Indices, Energies, Metals & CFDs on Equities and ETFs, together with 100 Crypto CFDs.
I am a MetaTrader* White Label of another service provider. Can I connect B2Broker liquidity?
Yes, but as you are white label, you will need to ask your service provider’s permission to integrate B2Broker liquidity. If they agree, we will provide you a bridge or FIX API for integration.
Do I need to buy own PrimeXM Core or OneZero Hub?
No, as soon as you are our White Label, you will not need to buy your own PrimeXM Core or OneZero Hub. We provide it to you free of charge.
I have my own MetaTrader* trading server. How can I connect B2Broker Liquidity?
If you have your own PrimeXM Core or OneZero Hub we can connect you directly via X-Core-to-X-Core or Hub-to-Hub. Otherwise, we provide you with a bridge for MT4* and gateway for MT5* free of charge.
Do you charge any transaction fees or do I set my own fees ?
As a White Label you get a raw price stream with a low commission for volume. You can set your own commissions for end users for any group of clients and choose one of our streams with different markups on spreads.
What are your swap rates?
It depends on the bank rates and varies from time to time. Current SWAP rates can be found in our contract specification. Please contact our sales manager for a link.
Have another question?
We are on hand to answer all your questions. Get in touch.
A PAMM platform allows clients/traders to create their own investment fund and scale their success with fee payments from investors for profits made on their accounts or volumes.
4 Types of fees
Supports all fiat & crypto currencies
Manual and scheduled Deposits & Withdrawals
Full White label support
Please fill the form and send request. We will send you a link!
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Active Trader 
Active Investor 
Professional Trader 
inactive 
