Financial Institutions

Who We Serve




The Institutional Pain Points We Solve

Institutions often operate desks across departments and regions. Vertex allows role-specific permissions for traders, supervisors, analysts, and compliance officers.

When trade data is delayed or incomplete, compliance gaps appear. Vertex logs all trades, changes, and user actions in real time, ready for internal or external review.

Vertex offers a dedicated API Toolkit and access to its vStore plugin marketplace, allowing institutions to connect trading activity with back-office systems, analytics tools, and custom applications without relying on external workarounds.

Generic platforms struggle with layered operations. Vertex handles multiple trading desks, instruments, and permission sets in one interface.

Desktop, mobile, and web often lack feature alignment. Vertex delivers a fully synced, branded experience on all devices with no functionality loss.

Many platforms lack the infrastructure for live risk control. Vertex includes a built-in Risk Management Bridge that gives authorized teams visibility over exposure and trade flow in real time.
How It Works

Core Platform Capabilities
Vertex is a trading terminal that offers a controlled, compliant-ready trading backbone.
- Define multi-level access across teams using Smart Dealer & BackOffice roles
- Export trading records in PDF, HTML, and other formats for compliance and audit trails
- Automate workflows with Vertex API Toolkit, from account onboarding to trade routing
- Ensure brand and layout consistency across desktop and mobile with our white-label options
Why Choose Us?

Assign access and permissions that reflect internal hierarchies and compliance frameworks.
Vertex supports continuous data export and structured reporting for analytics, audits, and client reporting.
Vertex delivers a unified experience across desktop, mobile, and web platforms, ensuring full feature access and reliable performance regardless of device.
Setup That Reflects Your Identity

What Our Users Say
Our Partners
Our platforms bring your teams, tools, and traders together under one roof.
They support in-house strategies, client-facing operations, and third-party desk management, all with the clarity and control required at the institutional level.

FAQs
Unlike many generic trading platforms, our solutions provide full back-office management, risk control tools, API integrations, mobile trading, and liquidity connections. We focus on scalability, automation, and customization to fit your brokerage’s needs.
Our pricing varies based on the package you go for. We have different plans depending on what your brokerage needs and if you’re looking for something specific, we can customize a package just for you. Reach out to us and we’ll help you find the best option.
Yes, we offer fully hosted White Label solutions that allow brokers to customize the platform with their branding while we handle the technical infrastructure, security, and updates.
The number of live accounts and dealers depends on the package you choose. We offer between 500 and 25,000 live accounts, with dealer access starting from 10 and going up to unlimited, depending on your needs.