Full CFD Brokerage Setup

We build the entire CFD brokerage.

Licensed, operational, processing — in under 4 months.

License secured. Team hired. Tech stack live. Payments connected. We deliver a fully operational broker — not a license and a 40-page to-do list.

THE PROBLEM

A license is not a brokerage.

Most firms will get you a license — and leave you with a 40-page to-do list. You still need to hire the team, set up the tech, configure the trading environment, connect payment solutions, and build compliance from scratch. That's not a brokerage. That's a project you didn't sign up for.

License with no team

You get regulatory approval but no compliance officer, no dealers, no support staff — nobody to run it.

Tech stack undefined

No CRM, no trading platform, no risk management, no reporting. Just a blank slate.

No payment rails

A license without PSP connections means clients can't deposit. Revenue stays at zero.

6–12 months wasted

DIY setup takes 9–12 months. With a typical consultant, you're still looking at 6–9.

THE FINSET DIFFERENCE

Other firms file your application and disappear.

When you hire FinSet, you get a fully functioning broker — not a license and a list of things to figure out.

NOT JUST A LICENSE

We build the entire brokerage.

The license is step one. We hire the team, set up the offices, configure every system, and get you processing.

NOT A 40-PAGE DECK

We do it, not describe it.

Other firms hand you a strategy document. We hand you a live broker — CRM configured, platform running, payments connected.

NOT JUST INTROS

We own the outcome.

We don't "introduce you" to service providers and disappear. We negotiate, onboard, integrate, and stay until it works.

YOU FOCUS ON GROWTH

We run the setup end to end.

You focus on your business plan and clients. We handle licensing, recruitment, tech, compliance, and payments.

THE RIGHT LICENSE

Not the cheapest. The one that lets you process.

A cheaper license sounds good until your PSP applications get rejected, banks won't onboard you, and your clients can't deposit. We match your license to your target markets, PSP requirements, and banking needs — so you can actually get paid.

WHAT THE RIGHT ONE UNLOCKS
Tier-1 PSPs onboard you. Banks open accounts.
Higher approval rates, lower processing fees, and access to providers that take your jurisdiction seriously. Regulators like the Mauritius FSC, South Africa's FSCA, or CySEC give you real credibility — which translates directly into payment capacity and revenue.
WHAT THE WRONG ONE COSTS
PSPs decline you. Banks won't touch you.
Jurisdictions like St. Lucia or Comoros are fast and cheap but tier-1 PSPs won't onboard you. Others like Seychelles take longer than alternatives and carry less credibility with providers. The wrong choice means higher fees, lower approvals, and payment rails that can shut down without warning.
WHAT WE DELIVER

Everything between 'I want a brokerage' and 'we're live.'

Not a checklist. A fully operational broker — staffed, configured, connected, and processing.

Licensing

End-to-end — from jurisdiction selection and application filing to regulator liaison and final approval.

Team recruitment

Directors, compliance officers, dealers, support staff — hired, trained, and regulator-approved.

Compliance & legal

Operations manual, KYC procedures, AML systems, client agreements, and PI cover.

Office & substance

Local offices set up with real substance in-jurisdiction — not a shell, a functioning operation.

Technology

CRM, trading platform, client area, affiliate portal, servers, KYC service — all integrated.

Payments

PSP connections, EMIs, acquirers, checkout tech with cascading and regional routing — live and processing.

TECHNOLOGY

Your entire trading operation. Configured.

We don't just recommend providers — we set up, integrate, and test every component end to end.

Trading platform

Configured with your pricing groups, fees, commissions, and swaps.

CRM & client area

Client onboarding flows built to regulatory requirements.

Risk management

Real-time exposure monitoring and position management.

Liquidity providers

Connected, tested, and routing live trades.

Power BI reporting

Dashboards for volume, P&L, risk, and compliance.

DevOps & servers

Infrastructure provisioned, monitored, and secured.

KYC & compliance tech

Automated verification integrated with your onboarding flow.

Payment checkout

Cascading, regional routing, and multi-PSP failover — live.

TIMELINE

Speed isn't a bonus. It's revenue.

Every month without a live broker is a month of zero client deposits and zero trading revenue.

DO IT YOURSELF
9–12months
License only

You manage every step. Licensing, hiring, tech, payments — and you learn each system from scratch.

  • License application
  • Team hired & trained
  • Compliance & legal setup
  • Tech stack configured
  • Trading environment live
  • Payment rails connected
  • Processing client deposits
TYPICAL CONSULTANT
6–9months
License + to-do list

They handle the license application. Everything else — recruitment, tech, payments, ongoing compliance — is on you.

  • License application
  • Team hired & trained
  • Compliance & legal setup
  • Tech stack configured
  • Trading environment live
  • Payment rails connected
  • Processing client deposits
RECOMMENDED
FINSET
≤ 4months
Fully operational broker

License secured. Team trained. Tech stack live. Payments connected. First client deposits hit the account.

  • License application
  • Team hired & trained
  • Compliance & legal setup
  • Tech stack configured
  • Trading environment live
  • Payment rails connected
  • Processing client deposits
HOW IT WORKS

From kickoff to live broker. Four steps.

Everything runs in parallel — licensing, recruitment, tech, and payments all move at the same time.

We scope your broker

Target markets, product offering, client base, and growth plan. We design the corporate structure and license application around your business.

We build in parallel

License application filed while we recruit the team, configure the tech stack, set up compliance, and begin PSP onboarding — all simultaneously.

We go live

License approved. Team trained. Platform tested. Payments connected. First client deposits hit the account.

We stay operational

Ongoing compliance, regulatory filings, tech maintenance, and payment optimization. We don't disappear after go-live.

PAYMENTS RUN THE SAME WAY

Already have a broker? We can rebuild just the payment stack.

The brokerage build above is the full-stack engagement. If you already have a licensed broker but your payments aren't performing — low approvals, no local methods, single-PSP risk — we can pick up just that piece.

FAQ

Common questions.

READY WHEN YOU ARE

Get your broker
up and running.

Licensed, staffed, configured, and processing in ≤ 4 months. Send the brief and we'll come back with the path and the timeline.

FinSet · Full CFD Brokerage Setup · fin-set.com