Services
From first contract to ongoing operations.
Onboarding & Implementation
From signed contract to a working system your team actually uses.
We set up your tenant, chart of accounts, branding, roles and approval workflows — configured around how your brokerage actually operates, not a generic default.
- Tenant setup and organization configuration
- Chart of accounts built for your fiscal structure and currencies
- Approval workflows configured to match your real sign-off chain
- Roles and permissions mapped to your team
- Branding applied across the platform and client portal
White-Label Setup
Your brand, your domain, one platform underneath.
Multi-tenant architecture means each broker on brokercoreai runs under their own domain and branding — clients never see the platform name, they see yours.
- Full multi-tenancy: one platform, isolated data per broker
- Custom domain per tenant
- Branding — logo, colors, copy — applied to portal and communications
- Per-tenant configuration without forking the codebase
- Same security and update path for every tenant
Migration & Integration
Your existing clients, balances and history — moved in, not re-keyed.
We migrate client records, balances and history from your current system, and connect MT5, PSPs and banking rails so day one runs on real data, not a blank slate.
- Client and account data migration with reconciliation before go-live
- MT5 connection setup, including trading account mapping
- PSP and banking integration for deposits and withdrawals
- Historical transaction import into the ledger
- Parallel-run validation before cutover
Managed Operations & Support
We run the operations layer so your team runs the brokerage.
Ongoing operations, backups and disaster recovery, monitoring, runbooks and security hardening — so the platform stays reliable long after go-live.
- Operational monitoring and alerting
- Backups and disaster recovery drills
- Documented runbooks for common operational events
- Security hardening and patching cadence
- Direct support channel with defined response times
How an engagement runs
- 1
Discovery
We map your workflows, chart of accounts, approval chains and integrations before writing a single config.
- 2
Setup
Tenant, roles, branding and workflows configured to match what we mapped.
- 3
Migration
Clients, balances, history and MT5/PSP connections moved and reconciled.
- 4
Go-live
Parallel run, cutover, and your team live on brokercoreai.
- 5
Support
Managed operations, monitoring and a direct line to us.