Key takeaways
- A brokerage stack has seven layers, from legal entity to client-facing web terminal.
- The web terminal is often the first platform a new client uses.
- Branding the terminal closes the gap between marketing and trading.
The seven layers
- Legal entity and licences: the company, any regulatory licence, and MT5 platform access.
- Trading server: MT5, run by you or a provider.
- Liquidity and bridge: connections to liquidity providers.
- CRM and client area: onboarding, KYC and account management.
- Payments: banks, PSPs and alternative methods.
- Website: marketing, legal pages and support.
- Client terminals: desktop, mobile and web.
Why the web terminal matters
New clients often make their first trade in the browser, straight from the client area. If that terminal carries your brand, your domain and your legal links, the whole journey feels like one company. See FXPTrader for brokers.
A sensible order of work
- Entity, licences and MT5 access.
- Trading server, liquidity and bridge.
- CRM, payments and website.
- Branded web terminal and client communication.