Anatomy of a brokerage
A brokerage is six layers of technology stacked on top of each other. Vishal's company, Infyst, builds every one. Pick a layer to see what sits inside it.
Front door
The website and apps a trader meets before opening an account. Built to load fast and convert.
- Forex websitesBroker sites designed around sign-up.
- Web and e-commerceStatic, dynamic and store builds.
- Android and iOS appsNative mobile apps.
- UI and UX designInterfaces designed for usability.
Client and partner layer
The CRM takes a stranger from registration to a funded, verified account, and pays the partners who referred them.
- Forex CRMKYC and AML onboarding, document checks, trader's room.
- Wallets and paymentsDeposits, withdrawals, bonuses, internal transfers.
- Prop firm CRMAccount management for proprietary trading firms.
- IB and affiliate moduleLayered partners with automated commissions and payouts.
- Support deskMessaging, ticketing, news and notifications.
Investment tools
Products a broker offers on top of plain accounts, so clients can follow managers or mirror other traders.
- PAMM / MAMMMoney management for investors and account managers.
- Social tradingFollow and copy professional traders.
- Forex copierCopy trades across accounts.
Platforms and liquidity
The CRM syncs accounts, trades and user data with the trading platform in real time, and the platform connects to the market.
- Platform integrationReal-time account and trade sync.
- Liquidity connectionsConnectivity to liquidity providers.
- Risk managementTools to monitor and control trading risk.
Infrastructure
What keeps the brokerage online at 3 a.m. and gives the operations team the numbers they need.
- Dedicated servers and VPSSecure, low-latency hosting for MT4 and MT5.
- Reporting toolsTrade reports and analytics.
- Backend solutionsCustom admin panels and integration tools.
- Cloud and DevOpsCI/CD pipelines and containerised deployments.
Compliance and advisory
Guidance for brokers on building systems that meet the requirements of the regulators they answer to. Infyst advises on technology; it does not hold or issue licences.
- Regulatory guidanceAligning systems with regulator frameworks.
- AML and data privacyCompliance advisory built into the workflow.
- CRM consultingSelection, implementation and integration.
How a project runs
Agile build
Short iterations with clear communication from the first sprint.
Continuous testing
Testing runs throughout the project, not at the end.
Rapid deployment
CI/CD pipelines and cloud-native infrastructure.
Support and handoff
Documentation, training and post-launch support.
NDA signed. Client owns the IP. Fixed, hourly or retainer. 24/7 support.
Where it runs
Europe, Germany, Latin America and Singapore, from offices in Bengaluru and Dubai.
Please note
Infyst is a technology provider. It does not offer trading, investment or advisory services, and it follows KYC and AML standards in the systems it builds.
Related reading
- BlogHow to start a forex brokerage: a step-by-step guideThe nine decisions behind every new forex brokerage, in the order they should be made: model, licence, banking, platform, liquidity, CRM, website, compliance and launch.2 min read
- BlogWhite label or your own trading platform licence: how to chooseA white label gets a broker to market faster and cheaper; a full platform licence gives control. How the two compare on cost, speed, control and risk.2 min read