Build roadmap

A complete trading business, in four phases.

This is how we take a brokerage or exchange from zero to fully operational — what gets built when, how the pieces connect, and what you can run at the end of every phase. A typical full build is twelve months; a focused subset launches much sooner.

Phase 1 · Foundation Phase 2 · Dealing & Liquidity Phase 3 · Growth Phase 4 · Scale & Edge

The twelve-month timeline

Each bar is a workstream. Compliance runs the whole way — it's never a phase, it's a habit.

M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12
Foundation
Dealing & Liquidity
Growth
Scale & Edge
Brokerage coreterminal · portal · KYC · back office
Trade-ready platform
Payments & walletsPSP · crypto on-ramps · custody
Deposits & withdrawals
Dealing engineA-Book STP · B-Book risk · hybrid routing
A/B-Book + dealing desk
Liquidityaggregation · FIX API · MT4/MT5 bridges
LP connectivity
Broker growthCRM · IB & affiliates · copy · PAMM/MAM
Growth engine
DeFi liquiditypools · staking protocols
On-chain liquidity
Algo & quant deskbots · backtesting · AI signals
Trading edge
Compliance & reportingKYC/AML · reconciliation · P&L
Runs through every phase
Exchange trackoptional: CEX matching engine · DEX
Parallel track, if you want your own venue

Need less? A B-Book-only brokerage can go live at the end of Phase 2. Already have a platform? We start at whichever phase you're missing.

How the pieces connect

One flow: your client trades, the dealing engine decides the risk, liquidity fills it — with compliance watching everything.

Client trader / IB Trading terminal web & mobile · charts orders · positions Dealing engine hybrid router: per-client rules A-Book ↗ · B-Book ↘ Liquidity providers aggregation · FIX API MT4/MT5 bridge · DeFi pools B-Book risk engine exposure monitoring dealing-desk dashboards Payments PSP · wallets Portal · CRM · IB back office · affiliates copy trading · PAMM/MAM Algo & quant bots · backtesting AI signals Compliance layer — KYC/AML · transaction monitoring · reconciliation · P&L · regulatory reporting

The six pillars, step by step

Every pillar is sequenced — what unlocks first, what builds on it.

Brokerage Software

The face of your business — where clients sign up, deposit and trade.

  1. P1Web & mobile trading terminal with live charts
  2. P1Client portal — accounts, statements, documents
  3. P1KYC onboarding & back office for your team
  4. P3Broker CRM with IB & affiliate management
  5. P3Copy trading & PAMM / MAM accounts

A-Book / B-Book Dealing

Where the broker's money is made — and protected.

  1. P2A-Book STP routing to liquidity providers
  2. P2B-Book risk engine with live exposure monitoring
  3. P2Hybrid routing — per-client A/B rules & profiling
  4. P2Dealing-desk dashboards for your risk team

Liquidity Infrastructure

Tight spreads and reliable fills — the product your clients feel.

  1. P2Liquidity aggregation & smart order routing
  2. P2FIX API connectivity to LPs and prime brokers
  3. P2MT4 / MT5 liquidity bridges
  4. P3DeFi liquidity pools & staking protocols

Exchanges & Marketplaces

Your own venue — we've shipped three already.

  1. P3CEX with matching engine, order book & custody
  2. P3DEX with staking and up to 10x leverage
  3. P4NFT marketplaces with fiat + crypto wallets
  4. P4Commodity & carbon-credit registries

Algo Trading & Quant Tools

The edge on top of the infrastructure.

  1. P4Trading, market-making & arbitrage bots
  2. P4Alpha strategy implementation & backtesting
  3. P4Hedge-fund analytics & risk tooling in Go
  4. P4AI-driven signals & trading assistants

Risk, Payments & Compliance

Runs through every phase — trust is not a feature, it's the floor.

  1. P1KYC / AML checks & PSP + crypto on-ramps
  2. P1Wallet & custody infrastructure
  3. P2Transaction monitoring & alerts
  4. P4Reconciliation, P&L & regulatory reporting

What you can run after each phase

End of Phase 1

Clients can join and trade

Terminal, portal, KYC and payments live. Trading against demo liquidity while dealing is built.

End of Phase 2

You are a functioning broker

Real liquidity, A/B-Book dealing, risk monitored. A B-Book-only launch is possible right here.

End of Phase 3

The business grows itself

IBs and affiliates recruit, copy trading and PAMM attract capital, DeFi adds on-chain reach.

End of Phase 4

You trade with an edge

Algo desk, backtested strategies, AI signals — plus full reporting your regulator will like.

Which phase is your business missing?

Tell us where you are — starting from zero, or stuck at a phase someone else built — and we'll map your version of this roadmap in one call.

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