Each client login should also allow your clients to add or remove offerings with the click of a mouse. Unlike traditional CRMs, white-labeled platforms need separate login portals for the end user and the purchaser —or, in other words, a client portal for your white-label marketing dashboard. Ready-to-sell, instant-on products are what the majority of your competitors are selling, so you want to have them available on your white-label marketing platform, too.

Website performance is the life-blood of many local businesses, and arming yourself with an understanding of traffic and load times can make for a great conversation starter. But… what if you had a tool that you could slap your logo on and use to measure the entire breadth of a prospect’s online presence? That’s exactly how white-label lead generation can help your agency. Below, we’ve listed the 7 marketing automation-driven functionalities that you need in a white-label platform.

Marketing

In my experience, average investor acquisition costs hover right around $2,000. So the number of repeat investors a broker-dealer platform brings can make a huge difference in the success of your offering. Additionally, as investors place their orders, the platform will check each one against Treasury regulation requirements (aka your customer and anti money-laundering checks). Network for Good is an online fundraising platform for charities and non-profit organizations.

Is a fast and cost-effective method to attract a new category of clients to your trading business and connect a new source of income. We are regulated as an asset manager of collective investment schemes and supervised by the FINMA. Control what is public, client-only, or admin-only and track usage of content. The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed Income can be substantial. White brand the Contract Database with your company name and logo, a link to your website and even your own customized stylesheet. The Contract Database provides the data for IBKR’s Contract Search feature.

Industry

This makes the platform a great choice if you’re to gain and maintain an edge. Take advantage of MT4’s customisation options and you can create a platform that is uniquely your own. Establish an immediate presence through media press releases and branded and customised marketing solutions. Take a macro look at the businesses online reputation across start brokerage with white label software some of the key platforms such as Google, Facebook, Yelp, Glassdoor, etc. Determine what listing sites local businesses have their location and contact information on, and identify platforms where errors in this data exist. Nosso, the JISA investment service, is on a mission to “turbocharge” the financial future of the children of its users.

• The platform also includes Microsoft Cloud for full scalability and security, real-time redundancy set, and incident management.
• In my experience, average investor acquisition costs hover right around $2,000.
• Finuevo Payments, the evolution of FMS.next Payments, is the complete payment solution supporting multiple networks including users, payment channels and interbank networks.
• For a decent product you are looking at a 9 month minimum development horizon.

The bank’s white-label offering is known as Saxo Markets, which provides a turnkey solution for businesses looking to offer trading and investment services under their brand. Currently, they serve over 120 banks and brokers and 300+ financial intermediaries. Crowdfunding has had a significant impact on the investment industry, providing businesses with new ways to raise capital and investors with new opportunities to invest. White label investment platforms can provide a powerful tool for businesses to access crowdfunding, allowing them to create and manage investment opportunities for their clients.

To solve our own problem, we created a website that helps investors find, learn and compare the different platforms to save and invest online. When starting a White Label brokerage, choosing the right service provider and technical features is critical to success. The package also includes payment solutions, such as a broad network of global PSPs and additional payment solutions, as well as a CRM system. Brokers can also benefit from tailor-made website-building services with a talented team of developers and designers at their disposal.

Provider of white-label crowdfunding solutions and advisory services to educational and nonprofit organizations. The MT4 back-office allows you to customise every element on the platform. You also have the ability to modify components, create market segments, or control trading conditions.

Structured products and fixed income products such as bonds are complex products that are more risky and are not suitable for all investors. Before trading, please read the Risk Warning and Disclosure Statement. ETNA Trader is an all-in-one solution for brokerages focused on self-directed investors and commission-free trading.

They also provide daily account management and operational support through prime services and 24/7 IT maintenance to ensure that their partners can rely on the platform to be up and running without technical issues. Tradestation, the popular online brokerage, developed its own trading platform? Well, actually, it has a white label agreement with Interactive Brokers. Tradestation focuses on building its brand and attracting new clients, while Interactive Brokers handles the technical aspects of the platform. Mobius Wealth uses data from your existing systems (wealth / investment management / trading platforms, market-data feeds) and compiles them into a single, attractive presentation, following the highest security standards.