Client journey systems
Onboarding, KYC handoffs, trader’s room experiences, and funding workflows that reduce support friction.
Commercial operations
Broker CRM, desk routing, retention motions, and IB / affiliate structures with auditable rules.
Trading & liquidity adjacency
Platform integration planning, liquidity connectivity considerations, and operational monitoring patterns — without unverified performance claims.
Control & insight
Back office permissions, risk visibility patterns, reporting definitions, and API contracts.