Services
Our goal is to provide high-quality consulting services to your firm's dealing room on every level on an ongoing basis.
​
Contact us for a free consultation.
​
* We take all the appropriate technological and legal steps to secure your confidential information.
In detail...
Platform
Monitoring & Setup
- Set and monitor all platforms to be compliant and up-to-date (groups, symbols, charts, commissions, etc.)
- Update settings and organize platforms without disturbing existing clients.
- Migrate to new platforms in an efficient and productive way.
- Find and set new trading conditions based on your marketing goals, LPs, and main competitors.
- Stress testing your servers.
- Security checks and upgrades.
- Get already negotiated deals with well-known liquidity providers. Raw spreads, small commissions, and swaps, with no minimum commissions, fast execution.
- Taking care of projects related to the dealing department such as pre-IPO stock access for retail clients, new mobile/web platforms, CRM integrations, monitoring platforms in Google Studio/Kibana/Grafana, etc.
- Corporate action handling.
- MT5, MT4, CBroker, Panda, DXTrade, MAP Fintech, Cappitech, Traction Fintech, CENTROID, PrimeXM, OneZero, YourBourse, Gold-i, MAM, PAMM, Copy Trading, and more.
​
Risk Management
- Handling A/B Book based on criteria like company's capital adequacy, client performance, symbol performance, etc.
- Finding and blocking or A-booking arbitragers and toxic volume.
- Providing risk management and hedging strategies based on the company's needs and goals (market event handling, exposure handling, etc.)
- Providing daily reports on risk management and decision explanation.
- Building an accurate profitability report based on your clients and LPs.
- Capital adequacy monitoring and IFR consulting for better reports.
- Clients' complaints support and handling.
​
​
Market Monitoring
- Bloomberg & Refinitiv training.
- If market monitoring is done with in-house tech then build custom-made monitoring with free platforms.
- Access to our own market monitoring in-house excel based platform and strategies which we update on a daily basis.
​
Regulatory Reports
- Support and handling of regulator reports and documents.​
- Going thorough audit and CySEC inspection procedures to find deficiencies and build a bulletproof dealing room for the regulators.
- We can help your dealing to set up and execute reports (like EMIR/MIFIR) with outsource providers and make sure all data send are complete and accurate.
- Set up in-house best execution procedures with your current setup.
- Creating custom excel templates for your dealers.
- Making sure there is consistency and accuracy between reports created and send to the regulators.
- K-Factors, Quarterly Statistics, EMIR/MIFIR, IFR & TTCA handling, reconciliation, client funds handling, capital adequacy, marketing analysis, RTS27, RTS28, best execution, exposure, KIIDs, market manipulation, order handling, contract specifications, cost and charges, profitability, active clients, % of losing clients, FCA reports, CZ reports, PL reports, etc.
Employee Training
- Train dealers on correct procedures for an efficient dealing room.
- Train other employees of your company on your platforms.
- Client monitoring training, market monitoring training, etc.
On-going Support
- We provide an ongoing consulting service. Your dealers will be able to communicate with us on a daily basis and ask questions, solve problems, support clients etc.
- You get access to our connections and already negotiated deals with LPs, bridge providers, report providers, etc.
- We also accept ad-hoc tasks like platform migrations, inspections, training, etc.
​