Resources

Guides and resources

Practical guides on financial technology, corporate structuring and marketing for financial companies.

Technology7 min read

How to choose a CRM for a forex broker or prop firm

The criteria that actually matter when evaluating a brokerage CRM: onboarding and KYC, payment orchestration, IB structures, platform integrations and reporting.

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Business6 min read

Choosing an offshore jurisdiction: what actually matters

Tax rate is the least useful way to compare jurisdictions. Banking access, substance requirements, reporting obligations and reputation matter more.

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Technology5 min read

What is a white label trading platform?

A definition, how the model works commercially and technically, what it does and does not include, and when it is the wrong choice.

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Marketing6 min read

Marketing compliance for financial brands

Why financial advertising gets rejected, what claims cause problems, and how to build campaigns that survive both platform review and regulatory scrutiny.

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