NEPSE2,657.50▼ -1.21%
GHL335.00+0.81%GBIME267.10+0.83%KBL232.20-2.85%LBBL541.00-1.64%MAKAR460.00+8.77%GVL570.00-2.10%NICA341.00+3.02%PCBL273.80-3.25%SOHL648.00-2.11%NIMB210.90-0.28%CFCL608.00+0.35%SAHAS728.00+1.25%LSL275.50-1.96%BPCL730.00+2.48%PHCL356.50-2.06%SHIVM691.80-1.87%SANIMA407.00-1.33%API338.30-1.77%JBBL361.40-1.74%TAMOR595.00-1.49%RSML2,647.00-1.23%MBL273.80-2.28%SONA459.90-3.38%NMB278.70-0.99%

Free tool · about 3 minutes

How ready is your brokerage for 2026?

Answer twelve questions about how your firm works today. You get a score in four areas, an overall level and the first steps worth taking. Your answers stay in your browser.

Sample answers — change them to match your firm.

Client experience

Area 1

Client experience

Can clients see holdings, ledger and settlement status in your own app?

How do clients top up and request payouts?

How do clients get contract notes and statements?

Onboarding and compliance

Area 2

Onboarding and compliance

How do new clients open an account?

Is national ID captured and checked for every new account?

Can you trace every lead from enquiry to funded account?

Back office and risk

Area 3

Back office and risk

Where do client ledgers and settlement records live?

How are commission and SEBON and NEPSE fees calculated?

If you lend on margin, how is collateral monitored?

Resilience and security

Area 4

Resilience and security

Do staff and clients sign in with two-factor authentication?

How are backups handled?

Is there a written plan for a trading-system outage in session?