Implementation BlueprintExecution layer

Eximus Broker Starter Launch (7-10 days)

A productized onboarding sprint that takes a small forex or crypto brokerage from vendor quote to a live Eximus white-label stack with branded WebTrader, KYC/AML flows, and one PSP wallet. The agency runs discovery, configuration, integration, and go-live as a fixed-scope engagement. Time: 7-10 days.

By InnovaAI ResearchPublished

CRM Tools

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Blueprint

Eximus Broker Starter Launch (7-10 days)

A productized onboarding sprint that takes a small forex or crypto brokerage from vendor quote to a live Eximus white-label stack with branded WebTrader, KYC/AML flows, and one PSP wallet. The agency runs discovery, configuration, integration, and go-live as a fixed-scope engagement.

Prerequisites
  • Signed Eximus vendor quote for the licensing tier, since plan names and dollar amounts are not published and must be requested
  • Client's regulatory status confirmed in writing, because Eximus handles KYC/AML workflows but the brokerage must own its licensing
  • Brand assets ready: logo, colour palette, domain, and locale list for the client area and IB portal
  • One payment service provider account approved and API credentials issued (Stripe, PayPal, Skrill, or Neteller)
  • MetaTrader 4/5, cTrader, or TradingView execution account details for the trading backend connection
Execution Timeline
  • 1.Run discovery against Eximus core functions: CRM lead-to-deposit funnel, KYC/AML workflows, multi-PSP wallet engine, white-label client area
  • 2.Map the client's existing lead sources into the Eximus CRM pipeline stages
  • 3.Confirm which licensing tier basis the agency will use, and log the vendor quote request
  • 1.Configure the branded client area with the client's logo, colours, copy, and locales
  • 2.Set the custom domain and verify the client portal resolves under the brokerage brand
  • 3.Draft the IB portal structure for the multi-level IB management module
  • 1.Wire MetaTrader 4/5 into the Eximus stack and confirm symbol and price feed alignment
  • 2.Connect cTrader as the secondary execution route if the client runs multi-platform
  • 3.Test TradingView charting handoff from the WebTrader interface
  • 1.Build KYC/AML document verification flows, including accepted document types and rejection reasons
  • 2.Configure the compliance review queue so flagged applications route to a named client reviewer
  • 3.Walk the client compliance lead through one full simulated onboarding
  • 1.Integrate the first PSP wallet (Stripe, PayPal, Skrill, or Neteller) for deposits and withdrawals
  • 2.Set deposit and withdrawal limits per client tier inside the multi-PSP wallet engine
  • 3.Run a live low-value deposit and withdrawal to confirm settlement
  • 1.Enable the copy trading module and define follower-to-provider allocation rules
  • 2.Configure real-time trading signal delivery to the client area
  • 3.Test the prop trading module if the client sells funded accounts
  • 1.Publish the branded iOS and Android client apps to the client's developer accounts
  • 2.Verify push notification routing for deposit confirmations and margin alerts
  • 3.Check app login against the same KYC-approved credentials as the web portal
  • 1.Train the client team on CRM lead management and basic IB onboarding
  • 2.Hand over the compliance runbook covering document verification and escalation
  • 3.Record a walkthrough of the multi-PSP wallet reconciliation view
  • 1.Run an end-to-end dress rehearsal: lead capture, KYC approval, deposit, first trade, IB commission
  • 2.Fix any broken handoffs between CRM, wallet, and execution before go-live
  • 3.Confirm the go-live checklist against the vendor's guided four-step process
  • 1.Flip the platform to production and open client acquisition
  • 2.Monitor the first 24 hours of deposits, KYC queue volume, and trade execution
  • 3.Schedule the 30-day post-launch review against the original configuration
Agency build fee of $499/mo under the Eximus Broker Starter Launch offer, plus the vendor licensing quote which is tiered and not published. Eximus Professional is listed at $29 monthly and Enterprise is custom with a contact-sales quote, though the brokerage licensing tier is quoted separately by the vendor.7-10 days
ROI Logic

The agency charges $499/mo for the Broker Starter Launch with roughly 40 hours of setup and 4 hours of monthly upkeep, so the retainer clears margin once the vendor licensing quote is passed through at cost or with a small markup. Because Eximus publishes no fixed brokerage tier price, the agency controls the spread between the vendor quote and the client-facing fee. Recurring 4-hour months make this a low-maintenance retainer after the initial build.

Deliverables
  • Live Eximus white-label stack with branded WebTrader, client area, and IB portal under the client's domain
  • Configured KYC/AML document verification workflow with a documented compliance review queue
  • One integrated PSP wallet (Stripe, PayPal, Skrill, or Neteller) with tested deposit and withdrawal paths
  • Published iOS and Android client apps tied to the brokerage brand
  • Client team training pack covering CRM lead management and IB onboarding
Definition of Done

A test lead completes the full Eximus journey from CRM capture through KYC approval, PSP deposit, first trade on MetaTrader 4/5, and IB commission attribution without manual intervention.

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