Eximus Brokerage Go-Live Configuration (Onboarding)

Eximus Brokerage Go-Live Configuration (Onboarding)

1. 01

   Confirm the licensing tier basis in the Eximus vendor pricing model before touching configuration

   Eximus pricing is tiered and specific plan names and dollar amounts are not published, so the agency must request a vendor quote. Lock the tier in writing before the discovery call, because the tier determines which modules (copy trading, prop trading, multi-level IB) are enabled in the admin panel.

2. 02

   Run the Eximus discovery step: inventory the client's lead-to-deposit funnel, KYC/AML requirements, and PSP list

   Map every stage the client wants tracked from first lead to funded account. Note which of Stripe, PayPal, Skrill, or Neteller the client already holds merchant accounts with, since each PSP wallet is configured separately in the multi-PSP wallet engine.

3. 03

   Configure the branded client area in the Eximus white-label settings

   Apply the client's logo, colours, copy, and locales to the WebTrader, client portal, and IB portal. Register the client's domain against the branded client area. This is the step that makes the brokerage look like the client's own product rather than an Eximus deployment.

4. 04

   Wire trading execution: connect MetaTrader 4/5, cTrader, and TradingView into the Eximus stack

   Each bridge is configured in the Eximus integration screen. Verify order routing with a test account on each platform before moving on, because a broken bridge is invisible until a client places a live trade.

5. 05

   Build the KYC/AML document verification flow in the Eximus compliance module

   Define required documents per client tier, set the verification queue owner, and test the rejection path. The platform handles the workflow, but the agency owns the regulatory licensing and the escalation policy when a document fails review.

6. 06

   Connect at least one PSP wallet for deposits and withdrawals

   Start with the PSP the client already has a merchant account for. Configure deposit and withdrawal limits, currency handling, and the manual review threshold in the Eximus wallet engine. Add the remaining PSPs after the first one clears a live test transaction.

7. 07

   Configure multi-level IB management and copy trading modules

   Set the IB commission structure, sub-IB levels, and payout schedule in the IB management panel. If the client sells copy trading, define which strategy providers are visible to which client segments before go-live.

8. 08

   Train the client delivery team on CRM lead management and IB onboarding, then hand over

   Walk the client's staff through the Eximus CRM lead-to-deposit funnel, the KYC queue, and the IB onboarding flow. The Eximus Broker Starter Launch offer budgets 4h/mo for ongoing support, so scope the handover to what fits inside that retainer.