Broker Consulting

Practical advisory for launching, scaling, and optimizing brokerage operations. We combine hands‑on platform experience with regulatory and risk expertise to help you operate efficiently and grow responsibly.

Areas of Expertise

•Regulatory setup and licensing support
•Compliance frameworks (KYC/AML, onboarding policies, monitoring)
•Risk management policies and governance
•Operations design: STP and B‑Book structures
•Liquidity strategy and vendor selection
•Trading platform selection & integrations (bridge/hub, CRM, risk tools)
•Fee schedule design: spreads, commissions, swaps, markups
•Client onboarding, KYC/AML, and account segmentation
•Dealing desk setup and procedures
•Migration assistance and server redeployment
•Performance dashboards, KPIs, and reporting

How We Work

1. Assess

We review your current setup, policies, vendor stack, and KPIs to identify risks and opportunities.

2. Design

We co‑create operating models, risk controls, and implementation plans aligned with your goals.

3. Implement

We assist your team with vendor integrations, policy rollouts, training, and change management.

Deliverables

•Risk policy documents and compliance playbooks
•Operational SOPs for dealing desk and client lifecycle
•Integration diagrams and configuration runbooks
•Reporting templates and KPI dashboards

Who We Help

•New brokers establishing operations and licensing
•Scaling brokers optimizing risk, costs, and vendor stacks
•Prop trading firms and fintech platforms entering new markets

Why Liquidity24

•Specialist advisors with front‑office and risk backgrounds
•Deep vendor ecosystem and practical implementation experience
•Measurable outcomes focused on resilience and profitability
•Flexible engagement models: audits, projects, and retainers

Ready to plan your next phase? Let’s talk.