Recent content by martingrey

Good point, thanks.

Well thanks that's good to know. In terms of the IT equipment, what do you need? I assumed, you can start off say with advisory CFDs, therefor you would buy a trading platform access with IG for instance and use spreadsheets and email to keep clients updated. Or is there any software like CRM...

Yes, you can call it a client management website. But most of the CRMs today are cloud based so it's a web based software anyways. Here's a scenario: I have a brokerage firm and a website something like www.mybrokerfirm.com and in order to manage my clients I will also have something like...

Right I will need money. Read somewhere around 100k? Also a proper website. One thing I am trying to get my head around. In terms advisory, execution only and discretionary services, the client always deals with the broker, they never have access to the trading platform to execute the trades...

Hi, This might sound a bit dumb but how does one start a brokerage firm? Remember I have no experience at all and would appreciate all your inputs. Here are my assumptions. - I will need to register a limited company - I will need to run my accounts and tax etc. - I will need certain exams or...

Thanks for the reply although I'm not sure entirely how is it connected to my question. The software would certainly help running the business faster, but commissions are really up to the broker. I intend to help with their website and the back office CRM / CMS. Example from James Sharp & Co. -...

Hi, I'm developing a software solution for stock brokers and wealth managers and was wondering what does one expect from a client section in terms of functionality. See, all these bigger companies have some kind of client section on their websites. So when the client logs in, what functionality...