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How it works

From first call to live clients, one gated step at a time.

We start with what your clients see, prove it with real users, then move the back office and margin onto the same platform. Each phase starts only when the one before it has passed its gate.

Your rollout
  1. 01Discovery2 to 3 weeks
  2. 02Phase 1Client app, portal, onboarding
  3. 03Phase 2Back office, margin
  4. 04Phase 3Own trading portal

Gate before Phase 3: NEPSE approval

The roadmap

Four phases, three gates

Phase 1 is where every brokerage starts. Phase 3 depends on NEPSE, and we will not offer it before approval.

  1. 2 to 3 weeks

    Discovery

    • Map your systems and data
    • Confirm NEPSE and SEBON requirements
    • Agree what to build first

  2. About 6 to 8 weeks

    Phase 1

    • Website and client portal
    • Client app, iOS and Android
    • Account opening, CRM, support desk

  3. Planned after Phase 1

    Phase 2

    • Back office
    • Margin module
    • Management dashboard

  4. Subject to NEPSE approval

    Phase 3

    • Web trading portal
    • Own trading system or approved partner

Each phase in detail

What happens, and what you get

Discovery

2 to 3 weeks

We sit with your operations, IT, risk and compliance teams. We map your trading system, current website and app, client records and branch set-up, and confirm the NEPSE and SEBON rules that apply. You get a written scope: what we build first, what we leave alone, and the timeline.

Phase 1

About 6 to 8 weeks

Your website, client web portal and branded app go live, with digital account opening that captures national ID, a CRM for every lead, and a support desk for tickets, WhatsApp and SMS. Clients keep trading through your existing system throughout.

Phase 2

After Phase 1

Client ledgers, settlement tracking, commission and fee accounting, payouts and branch reporting move onto LSNEP. Licensed brokers switch on the margin module: collateral valuation, haircuts, limits and automatic margin calls.

Phase 3

Subject to NEPSE approval

Our own web trading portal and order screen, offered only after NEPSE approves it, or through an approved trading-system partner. Until then, the Trade button in your app opens your current trading system.

Design partners

The first brokerages shape the platform

Now open

Design-partner programme

A small number of brokerages join early on partner terms. In return they give us regular feedback, pilot with real clients, and agree to a case study once they are happy with the results.

Terms are agreed with each broker after discovery.

You get

Partner terms, priority on features you need, and direct access to the people building it.

We ask

A named contact, a pilot branch or client group, and honest feedback every week.

Together

We decide the order of modules from what hurts your firm most.

Afterwards

A case study, written with you and published only with your approval.

What we need from you

A small team on your side is enough

A project lead

One person who can make decisions and reach the right people.

Access to systems

Read access to client and ledger data, and contact with your trading-system provider.

Your brand

Logo, colours, domain and the wording you use with clients.

Compliance input

Your compliance officer's review of onboarding, statements and margin rules.

Start with a 30-minute walkthrough.

Book a 30-minute walkthrough. We show the client app, portal and back office on sample data, and talk through what your firm needs first.

Book a demo How it works