Clear plans for brokerages at every stage of growth.
Choose the level of platform depth you need today and expand with integrations, partner programs and investor tools when the business is ready.
All plans include setup guidance, platform support and a clean client-facing experience.
Starter
For focused launches
Launch core brokerage operations with the essential dashboards and back office tools.
Standard
Most popular
Add partner growth and investment capabilities for brokerages ready to scale beyond the basics.
Advanced
For larger operations
Unlock the full platform including mobile access and a more dedicated delivery model.
What changes as you grow
Operational depth
Start with clean CRM and back office workflows, then add partner and investor layers as complexity increases.
Commercial flexibility
Higher plans reduce integration and development costs so your platform can evolve faster.
Team support
Advanced gives you a more dedicated support structure for larger, faster-moving brokerage teams.
Common questions
Can we start on Starter and upgrade later?
Yes. The plans are designed to give you a smooth upgrade path as your brokerage needs more functionality.
Do you support custom integrations?
Yes. The FX Tools supports custom integrations and bespoke development based on your business needs.
Which plan is best for partner and investor growth?
Standard is a strong fit when you need IB and investment workflows. Advanced is ideal when you also need mobile access and a more dedicated delivery model.
Need help choosing the right plan?
We can recommend the right setup based on your brokerage model, launch timeline and integration needs.
Need help choosing the right plan?
We can recommend the right setup based on your brokerage model, launch timeline and integration needs.