Running Eximus as a service, CRM Tools

Eximus Agency Implementation, White-Label Brokerage Launch

Learn how to configure Eximus as a white-label brokerage platform, manage multi-PSP payment processing, and automate KYC/AML workflows to launch a branded trading environment in 30 days. This course covers client onboarding pipelines, IB hierarchy setup, and real-time compliance monitoring for forex and multi-asset brokerages.

Open the decision record for Eximus

What does running Eximus for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Not published, Eximus pricing is tiered and specific plan prices are absent from the supplied data; the agency must request vendor pricing for the lowest plan and any setup costs.
Time to first value
Not published, the vendor states a guided go-live target of 30 days, but agency labor and setup hours are not supplied.
Payback
Not modeled, client price, labor, usage, overhead, and expected volume are all required from the agency before any ROI timeline can be calculated.
Guided implementation
24 hours

Is Eximus worth running as a client service?

The evidence supports Eximus as a comprehensive white-label brokerage stack with CRM, KYC/AML, multi-PSP wallets, IB management, and client apps, targeting a vendor-published 30-day go-live. What remains unknown is vendor pricing per tier, actual agency delivery hours, and any client-side pricing or usage economics, all of which must be supplied by the agency before a return can be modeled.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Eximus white-label brokerage platform access (tiered vendor pricing, request quote)
  • MetaTrader 4/5, cTrader, and TradingView trading platform connections
  • PSP connections such as Stripe, PayPal, Skrill, and Neteller, plus crypto rails
  • KYC/AML provider such as Sumsub
  • REST API, webhook, and SDK access to api.eximus.com for lead and integration wiring

People and inputs

  • Brand assets and locale configuration: colours, copy, locales, and roles for white-label setup
  • Compliance resource for KYC/AML document review and risk scoring
  • Integration engineering for trading platforms, PSPs, and signed webhooks
  • Support tooling such as Zendesk or Intercom for client communications

Included with the course

7 working documents for delivering this service.

  • Eximus White-Label Configuration Checklistchecklist
  • KYC/AML Document Review and Risk Scoring Workflowsop
  • Multi-PSP Payment Gateway Setup Templatetemplate
  • Client Onboarding Pipeline Builder Worksheetworksheet
  • MetaTrader 4/5 and cTrader Integration Guideguide
  • Multi-Level IB Commission Tracking and Payout Scheduletemplate
  • 30-Day Brokerage Launch Roadmapsop

Listed by name. These documents are not yet published as individual downloads.