А Leading Liquidity & Technology Provider
Advanced White Label Solutions
Core products
Our core products are spearheaded by our dedicated team of engineers delivering ground-breaking solutions to FX/Crypto/Securities brokers and Spot/Margin exchanges.
Liquidity
We deliver one of the deepest liquidity pools for FX, Metals, Crypto and CFDs. Leading Crypto CFD liquidity provider based on market research with 100+ trading pairs.
Turnkey Solutions
Choose from our wide range of bespoke solutions designed for whatever type of financial business structure is required including brokerage, exchange and wallets.
Crypto Processing
We are experts in blockchain payments including white label crypto processing solutions and are recognised as one of the go-to providers in the industry.
Money Management
We offer a range of products enabling you to offer your clients a choice of proven money management solutions for investment or trading purposes.
About B2Broker
Leading Prime of Prime Multi-Asset Liquidity & Advanced White Label Solutions Provider.Established in 2014.

FOREX Broker Turnkey

An all-in-one package of services and software solutions that helps entrepreneurs launch a new FOREX Brokerage with minimal effort, reduced time and lower costs.
B2Core (Trader’s Room)
PoP Liquidity
Investment Platform
Payment Service
White Labels based on:

What is a FOREX Broker?

A FOREX broker is an intermediary that operates as a middleman between a trader and the market. By using a broker, retail clients are able to gain access to the financial markets which would not otherwise be possible. The majority of FOREX brokers provide traders with the opportunity to trade not just currency pairs, but other asset classes including indices, metals and energies.
Additional value that a brokerage can bring to clients are client focused services including tutorials, bonuses, contests and offering investment services such as Copy Trading, PAMM/MAM, Liquidity, IB Module, etc.
A brokerage is much more than just technology alone. It comprises of several parts and a variety of aspects that each business owner needs to take into consideration when getting started with this type of operation i.e. Legal, Marketing, Sales, Operations, Finance, Liquidity and Technology.
Position yourself in a huge and growing market

The FOREX market is huge and continues to grow considerably. Our estimates show that around 3,000 FX brokers are in operation around the world, serving more than 10 million clients.

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.

ComparisonTable

FOREX Broker
Broker that offers trading services on different financial markets: FOREX, Metals, Indices and CFDs on different assets.
Crypto Broker
Crypto Broker is an advanced business model comprising all functionality from a FOREX Broker with opportunities to denominate trading accounts in cryptocurrencies, and open long and short positions on crypto derivatives.
Multi-Asset Broker
Licenced broker that offers its clients the opportunity to trade not only on OTC Markets (FX & Crypto) but also access to securities assets (Cash equities, futures, bonds, options)
FOREX Broker
Crypto Broker
Multi-Asset Broker
Support of MetaTrader 4
optional
optional
Crypto- and Multi-asset brokers must buy MetaTrader5 Trading platform as it is not possible to denominate trading accounts in cryptocurrencies in MetaTrader4 due to currency digit limitation. Also, due to limitation of maximal precision in price (up to 5th decimal point) not all cryptocurrency instruments are supported.
Support of MetaTrader 5
Any business model can be realized based on MetaTrader5 trading platform
Support of Cash trading platforms
B2Trader, B2Margin, DxTrade platforms for spot exchange
FOREX instruments
78 currency pairs are available
Indices
12 CFDs on indices, including UK FTSE100, DAX30 and S&P 500
Metals
13 Metals including XPTUSD
ETFs
7 ETFs
Spot Energies
3 CFDs on energies including WTIUSD and NGCUSD
CFD Equities
optional
optional
400 CFD on equities including Apple, Amazon, Facebook and Tesla
Cash Equities
Access to thousands of single stocks
Crypto CFD & derivatives
Partially
MetaTrader 4 is not able to support some cryptocurrency instruments since price accuracy is limited to 5 decimal places
Support of Spot/Cash Crypto liquidity
optional
It is mandatory to use cash trading platforms like B2Trader or B2Margin for offering spot trading services. MetaTrader does not support cash trading
24/7 Trading
24/7 only for cryptocurrency instruments
Leverage
As a broker, you can offer any amount of leverage to your clients
Support of Money Management platform
Partially
Includes Copy Trading, PAMM and MAM. MetaTrader 4/5 are supported.
Denomination of accounts in cryptocurrencies
Trading accounts can be denominated in cryptocurrencies
Acceptance of deposits and withdrawals in cryptocurrencies
optional
A convenient and easy way of deposit/withdrawal. No chargebacks.
Cryptocurrency wallets in Trader’s room
If permitted by regulation, a multi-asset broker can denominate wallets in cryptocurrencies
Crypto Converter
Offer your clients a simple converter inside your Trader’s Room
Multi-Level IB
Partially
Available only for MetaTrader 4/5

FOREX Broker Technology Flow

Technologies required for running a successful brokerage can be divided into 7 main components:
There is no need for a start-up company to develop any of these components as B2Broker has a full-package of products which 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.
Trading Platform
MetaTrader 4/5 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 apps.
There is also a wide choice of expert advisors, custom indicators and trading signals within the MetaTrader ecosystem.
Prime of Prime Liquidity
A flow of quotes and buy/sell orders from multiple liquidity providers for more than 800 intruments 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 better execution speed for executing any strategy including HFT and news trading. All this is possible for all 800 instruments from 7 asset classes.
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.
Cryptocurrency payments
You don’t need to open a bank account. Let your clients make deposits and withdrawals in cryptocurrencies.
In many cases, this can be the cheapest and easiest way for clients to transfer money to you.
This payment method is indispensable for brokerages in offshore jurisdictions.
Another huge benefit for the brokerage is that you can avoid fraud and chargebacks.
B2B Creative Studio can create a new website for your company
with content and promotional pages.
A website is the showcase of a company to its clients and the most important marketing tool.
If you don’t have enough time and staff to create a website, B2B Creative Studio can do it for you.
Ticker Widget
Fast and convenient
Get the ultimate marketing tool for monitoring market data with the widest range of instruments available (FOREX, Metals, Indices, Energies, Crypto CFD and Shares CFD). Everything is in one place so you can keep an eye on liquidity directly from the website, choose one of the examples, or create your own.

8 main features of each component

B2Core / CRM / Trader’s Room
Go to Product Page
Integrations
40 Payment Systems
5 Trading Platforms
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 on point.

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.

White Label MetaTrader 4/5
Go to Product Page
Virtual Hosting

With Virtual Hosting, the MetaTrader 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

MetaTrader 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

MetaTrader 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

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.

Prime of Prime Liquidity
Go to Product Page
7 asset classes
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, even HFT. Physical proximity to all central trаde servers of major ехchаngеs, liquiditу providers, bаnks and other finаnciаl institutions allows us to minimize trаde requests execution time up to a hundredth of a second.

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
Go to Product Page
Widget with leaderboard for website

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 povider 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.

Merchant Solution | Crypto Processing
Go to Product Page
Settlements

We offer a variety of secure settlement options. Wire transfers in USD, EUR and GBP are available via SWIFT, SEPA and Faster Payments together with settlements in major Cryptos and Stablecoins.

Advanced Reports

Downloadable reports, real-time balance and transaction history with transparent fees.

No chargebacks

Blockchain transactions are irreversible with no chargebacks and no recurring fees or hidden charges. A straightforward and transparent service.

Advanced security

Protect your business against malicious attacks with our anti-DDoS solutions. A whitelist function enables users to specify their chosen, trusted wallets for withdrawal.

Lowest fees

Avoid high credit card fees and accept crypto payments for as low as 0.5%.

Coins & Stablecoins

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 and BUSD are available as a mode of payment.

AML/Compliance Check

Track the legitimacy of crypto funds and stay compliant. Crypto analytics enhanced due diligence and AML compliance procedures for all businesses involved with cryptocurrency.

Real-time exchange rates

Risk-free crypto exchange services with low fees, high exchange limits and fast exchange times.

FinTech Expertise

Brokerages and Exchanges are the main areas of our focus. Over the years we have accumulated a FinTech knowledge base that helps us better understand our client’s needs and background. We help solve their problems in the most convenient way.

Brokerage Name

A good name is one of the aspects required to start your business. A catchy and attractive business name will be available for you.

User Interfaces

There is no need to spend time researching web studios that will create high-quality design for you. We can help you to create a highly-effective design. Hundreds of clients are happy to use our interfaces for their business.

Branding

A well-built brand is a powerful sales tool that can be measured in financial terms. We offer a customizable solution that includes both company name creation and logo design. Our studio will develop a unique colour scheme for you, while taking your suggestions on-board.

Logo

A logo is an important element of a brand's corporate identity. A special combination of colors, graphics and word elements make the company outstanding.

Copywriting

Write unique articles and fill your site with quality content.

Front-End

Our specialists are equipped with the necessary technologies to work with Front-end: PHP, JavaScript, Python.

Back-End

Easy and quick integration into your new website of any “Turnkey” product from B2Broker, with widgets and a link at the back-end.

Feed

A live price feed of the best liquidity offer on the market

Streams

Different price streams are available. Choose which price stream will be displayed

Platforms

Compatible with all trading platforms

Market information

Access the latest market activity across various sectors

Instruments

An adjustable list of instruments that can be added (choose from over 650 instruments and from 10 symbols groups)

Settings

Multiple parameters can be adjusted ( volume levels , market depth and custom fields, etc)

Appearance

A customisable appearance including table, chart, ticker bar with no limitations

Design

Create your own or choose the most suitable from our library

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.

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.
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 $10,000 ongoing monthly costs for full licensing, servers and a technical support team.
This is not a compromise solution in any way It is a fully branded solution and clients will never know whether you are using a White Label or Main Label license.
Setup Price
$100 000
Main Label MT5 Server License
$6 000
White Label setup price
Cheaper than Main Label
Monthly payments to MetaQuotes
$2 000
Main Label Server technical support
$1 000
White Label Technical support
Cheaper than Main Label
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 duty” 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 numerous 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 department.
How to Start a Forex Business?
How to open forex broker company? Launch your own multi-asset turnkey brokerage business. If you’re looking to set up your own brokerage business, should you choose Forex or Crypto? Find out more about what each solution offers and what is the best choice for you.

11 steps of creation of a new brokerage company

The setup of a brokerage company is divided into 11 steps that usually takes from 4 to 8 weeks. It starts with company registration and a website and ends with IT setup.
How long does it take to connect a new PSP to B2Core?
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.

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.

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
Customer segment
Who are your clients?
Beginners
Professional Traders/Money Managers
Investors
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 programs (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
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
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 approximate 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
Stage
Client’s action
Broker’s action
Opportunities

Lead

Sees an advert and gets interested in the financial markets. This is a good opportunity to make some money from savings, become rich and look smart in the eyes of friends.

Initiate retargeting advertising and follow-up leads via phone and emails

Not too much can be done during this step. The main purpose is to get the client registered.

Use instruments that increase conversion and simplify the first step for getting clients’ contacts.

Registered User

Client goes though registration process and verifies his phone number and email.

Guide a client through the registration process and make the next steps clear so he knows what account to open and how to use it.

Offer him a free giveaway after registration such as a trading course or welcome bonus.

Client

Has passed 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 trader as this was his initial motivation for opening an account and making a deposit.

Chat to, and better still, call a registered user if he failed to complete KYC or the deposit process. He is now just a few steps ahead of making a 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.

Active Trader

The client has downloaded the trading terminal and opens positions. He is trying to develop a trading strategy and follow it.

Communicate with a client thought via email, write blog posts, develop new offers for active clients such as free VPS, reward programms for big commissions or contests.

All traders have 2 paths: Become a PRO or start investing. The broker therefore needs to monitor the activity of each client. If he earns profits for 2 months in a row, he can be offered the chance to become a money manager or signal provider and earn more on fees. If he is unable to make profits, he can become an investor or follow some trading courses.

Consider “Active Trader” stage not as a goal but as a temporary state of a client’s activity and help him to evolve by offering more suitable products via content marketing or direct mail and phone calls.

Active Investor

He goes to the leaderboard and checks the statistics of traders. If he likes it, he opens an account and follows one or several money managers.

Once he starts following them, he can simply monitor the performance. This role requires no actions from his side if an investor set a risk limit.

Each client can be trader and investor at the same time. This situation can last for as long as it is comfortable. The broker should promote the opportunity to become an investor via blogs, youtube videos and email to those clients who are unable to earn by themselves and all registered users who didn’t open a trading account.

Convert an upset trader who is unable to make any profit to a happy, active investor. Just call or email him.

Frequently undertake reviews of signal providers by email and blogs so clients are made aware of the existence of good traders.

Professional Trader

He knows how to make money on the market. He is now ready to become a signal provider and multiply his returns with investors money so he opens a master account and starts trading on it.

The best thing a broker can offer these clients beyond trading conditions is to become a money manager and convert their previous trading history into a nice chart for a leaderboard of strategies.

Being a signal provider is more valuable than just personal success and multiplying your own savings.

Offer all your customers who can trade well the chance to become a signal provider. This will not only give you a potential advantage in investment products but will also make your PRO traders more loyal to your company which helped them make a career in trading and earn real money.

Give them a personal account manager for exceptional support of your most valuable clients.

Inactive

Sometimes clients stop trading or investing. Some people never become an active trader / investor. They just register and even make a deposit but never go on to make a trade. Each has his own history, but a broker should still work with them and convert them into active clients. It is much cheaper than attempting to attract new customers.

Calls and Emails Email him once a month or during big market movements and call a client to offer a product he has never used. You can also inform him what has changed since his last authorization in TR. Of course, you should continue to publish new content on all social media channels.

Create trading/investment courses or a webinar series.

Reactivate a client by offering new products if he hasn’t yet used them before as an alternative to his previous approach e.g. use EA instead of personal trading, or become a follower instead of using EAs or trading on his own. Maybe he could subscribe to MQL signals?

Call him if possible, otherwise, email him. Client reactivation is the cheapest way to grow your client base.

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.

FAQs

Does your Crypto gateway accept Visa/MasterCard?
Could you tell me which Brokers are your clients?
Do you provide any assistance or support?
Do you provide Islamic (SWAP Free) Accounts?
Can I brand my Broker?
Do you provide futures and cash equities?
Can the trading account be denominated in crypto and fiat?
How do I accept payments from my clients?
I am a MetaTrader White Label of another service provider. Can I connect B2Broker liquidity?
Do I need to buy my own PrimeXM Core or OneZero Hub? How much does it cost?
I have my own MetaTrader trading server. How can I connect B2Broker Liquidity?
Do you charge any transactional fees or do I set my own ?
What are your swap rates?
Can I create a B-book broker with you?
Do you provide White Label MetaTrader without liquidity?
Can I host your solutions on my own servers?
Do you help with opening bank accounts?
Do you help with obtaining a FOREX license?
Which payment systems are integrated into B2Core (Traders' room)?
Do you provide 1:1000 leverage?
Can I take your White Label of MetaTrader and connect it to other liquidity providers?
Have another question?
Ask us now

It comes best with

Our liquidity is best combined with the leading industry trading platforms to provide the ultimate in performance and user satisfaction.
White Label MT4

The best and the most popular professional FOREX trading platform White Label solution tailored specifically to your brand.

The most popular platform
Turnkey solution
Web/Mobile/Desktop versions
Data centers all around the world
B2Core (Trader's Room)

A new generation of professional software that helps brokers and exchanges manage their customers, admins and IB-partners in one place.

Flagship User Interface
Solution for Multiple Business Types
Deep Customizations & Adjustments
Widest Range of External Integrations
Social Trading platform

Let your clients share and copy signals of each other. Copy trading can help you to stand-out of competition. Easy to use and promote.

Leaderboard with traders
4 Types of fees
Statistics for every account
Full White label support