Back to homeContact usSoftware and websites for financial brokerages
BROKERAGE TECHNOLOGY
We plan your brokerage's needs from formation to operation: coordinating formation and licensing requirements, selecting solutions, and building your website and custom software. Each part and its responsibilities are defined before contracting.
We organize requirements by jurisdiction and activity, identifying where specialists are needed and our role in coordination and preparation. Fees, requirements and timelines are reviewed separately; we do not promise guaranteed licensing.
A website presenting your brokerage's services and identity, with an account and request portal when included in the agreement. We review client journeys, languages, required information and permissions before development.
Scope may include CRM, request management, reports, operational dashboards and API integrations. We verify actual integration capabilities and provider documentation before defining the work.
We help select suitable industry solutions under each provider's terms and license, and build custom tools where standard products fall short. Platform names do not imply a partnership or official certification.
Jurisdiction, target markets, project stage and required technology services.
What we'll build, what comes from a provider, and what needs an independent specialist or external approval.
Approve specifications, test features and integrations, then hand over the agreed work with a follow-up plan.
We separate development costs from platform subscriptions, hosting, provider fees, formation and licensing work. The scope identifies deliverables, dependencies and responsibility for each part.
Brokerage solutions, formation and licensing services are not part of the $149 business website offer. AMXER provides technology and coordination services; we do not accept trading funds or execute trades for clients.
Request a project reviewYes. The scope may be a website for an existing brokerage, a client portal, a management system or a complete project. Pricing follows the actual requirements.
We review the right solution and the requirements to obtain and integrate it. Any platform or integration depends on licensing and provider approval; the proposal does not automatically include third-party platform usage rights.
We start with the data types, usage flows and authorized roles, then define encryption, backups, logs, hosting and testing within scope. Each project's requirements differ.
Your target jurisdiction, whether the company exists or is being formed, required features, current systems and desired integrations. Do not send passwords or client documents with your initial inquiry.
Share what you need. We'll plan the first step together.