Frequently Asked Questions (FAQs)

Over the years, we have successfully built and integrated multiple systems designed to support a wide range of financial operations, ensuring seamless functionality and compliance for our clients. Our expertise spans across trade execution, position management, client statements, risk systems, transaction processing, API-based integrations, and more, allowing financial institutions to streamline their operations with fully customized solutions.

Our systems include:

• Trading & Position Management: Facilitating near to real-time trade execution and position tracking across various asset classes.
• Client Statements & Reporting: Providing detailed trade statements, account summaries, and transaction histories to ensure full transparency.
• Risk Management Systems: Helping firms monitor and mitigate financial risk through automated exposure tracking, margin calculations, and alert systems.
• API Integration Systems: Enabling connectivity with third-party services, liquidity providers, regulatory bodies, and financial institutions to enhance platform functionality.
• Advanced Reporting: Offering custom reporting solutions that allow businesses to analyze performance, track key metrics, and meet compliance requirements.
• KYC Integrations: Implementing identity verification systems with GBG ID3, SmartSearch, Trulioo, and Yoti to ensure a secure and compliant onboarding process.

By developing scalable, efficient, and customizable systems, we empower financial businesses to automate workflows, improve decision-making, and ensure regulatory compliance while maintaining operational excellence.
We are also open to integrating to new platforms aside from metaquotes, iress trading and devexperts.

Our onboarding process for new clients is designed to ensure a smooth and transparent integration experience while maintaining the highest level of security and professionalism.

The key steps in this process are as follows:

• 1. Identify Authorized Representatives – We first establish who has the authority to act on behalf of the company or client, ensuring that we are dealing with the appropriate decision-makers throughout the integration process. This helps prevent delays and ensures that approvals and changes can be managed efficiently.
• 2. Identity Confirmation – As part of our compliance and security measures, we conduct thorough identity verification of the authorized representatives. This may include verifying government-issued identification, business registration details, and ownership records to confirm the legitimacy of the individuals we are working with. Depending on the nature of the business, additional verification steps may be required, such as cross-checking details with regulatory databases or conducting enhanced due diligence for high-risk entities.
• 3. Assign a Primary Contact for Communication – To ensure a streamlined workflow, we identify a key point of contact from the client’s side who will be responsible for communicating with us and overseeing the project. This person will act as the liaison between our team and the client, helping to coordinate tasks, approve decisions, and track project progress.
• 4. Credit Check for Monthly Payment Plans – If the client opts for a monthly payment structure, we perform a credit check to assess financial reliability. This step helps us determine the feasibility of offering installment-based payments while ensuring that both parties can proceed with confidence in the agreed financial terms.
• 5. Documentation and Agreements – Once all preliminary steps are completed, we proceed with formalizing the engagement by generating the following documents:
  • • Statement of Works (SOW): A detailed outline of the services, deliverables, timelines, and costs involved in the project.
  • • Terms and Conditions: A legally binding agreement that sets out the responsibilities and obligations of both parties.
  • • Support and Hosting Contracts: If applicable, we finalize the agreements covering ongoing maintenance, technical support, and hosting services.

Once all required documents are reviewed, agreed upon, and signed, we initiate the integration process, ensuring that all aspects of the project are executed according to the agreed-upon plan. This structured approach helps us maintain efficiency, security, and transparency while delivering a seamless and successful integration for our clients.

The cost of a typical integration varies depending on the Statement of Works (SOW) and the complexity of the project. Based on the specific requirements, integrations can range anywhere from £2,500 to £7,000 per month. This pricing ensures that all necessary development, testing, and deployment processes are handled professionally, delivering a seamless and efficient integration experience. The final cost will be determined by factors such as the scope of work, the level of customization required, and the complexity of the platform connections. As always, all prices are exclusive of VAT and are structured to provide manageable payment options.

We are committed to being with you every step of the way, from the initial planning phase to the successful completion of your platform integration project. Our team works closely with you to ensure a smooth, efficient, and hassle-free integration process, handling technical complexities so you can focus on your core business operations. Provided that we have been given the necessary authorization, we will act on your behalf when working with platform providers, ensuring that all required configurations, connections, and customizations are implemented seamlessly. Our goal is to make the integration process as effortless as possible, aligning with your specific needs and ensuring a fully operational and optimized solution.

Regulatory work, including reporting, audits, and compliance-related development, is not included in our standard support plan because these tasks often require custom development, additional resources, and specialized expertise to meet specific regulatory requirements. Unlike general support, which covers system maintenance, troubleshooting, and minor updates, regulatory work involves tailored solutions, data analysis, and potentially complex system modifications to ensure full compliance with evolving financial regulations. As a result, any regulatory-related work is charged separately as a development service, allowing us to allocate the necessary time and resources to deliver precise, compliant, and effective solutions for your business.

We believe in providing fair and transparent pricing for all our services, which is why we do not offer discounts—ensuring that every client receives the same high-quality service at a consistent rate. However, we understand that businesses have different financial needs, so we offer flexible payment options to make our solutions more accessible. Our pricing is structured to allow payments to be spread between 6 and 12 months, and both support and hosting fees are charged on a monthly basis, making it easier to manage costs without large upfront payments. This approach ensures that our clients can benefit from seamless integrations while maintaining financial flexibility. Subject to status.

We do not offer custom web design as part of our services, as our primary focus is on providing seamless platform integrations and ensuring efficient connectivity between financial systems. However, to maintain a consistent and professional implementation, all services will be deployed using a unique or custom template, tailored to suit the specific requirements of your integration. This approach allows us to deliver a streamlined, high-quality solution while ensuring that the necessary functionalities and design elements are properly aligned with your business needs.