Brokerage platforms
Your trading platform runs order capture, live positions, margins and settlement.
What we build · Brokerage
Custom software for modern brokerage businesses.
We build custom brokerage software, so your firm owns what it runs on.
Latent builds custom brokerage software for brokers and other investment firms.
What we can build
Brokerage software built around your business.
A brokerage needs five kinds of system to run a trading day.
Customer applications
An app where clients onboard, place orders, track holdings and read statements.
Partner applications
An app where sub-brokers and distributors see their book, commissions and payouts.
Internal brokerage applications
Tools for your back office and dealer desks, with limits and queues.
Custom brokerage software
Builds that fit no box, such as reporting services or integration layers.
Software for the whole brokerage
Beyond the customer-facing application
Where it helps
What can custom brokerage software help you achieve?
Build a new brokerage product
Start a brokerage with software built for the products you plan to sell.
Improve an existing platform
Rebuild the parts of your current platform that slow your teams down.
Build better partner experiences
Give partners a clear view of their own numbers without calling you.
Replace manual processes
Move the spreadsheets, emails and rekeying into one system your teams run.
Create software that fits your model
Your products, your pricing and your partner rules decide what we build.
The broader business
More than just a trading app.
A brokerage is more than the app where your clients place orders.
The systems around the trade decide whether your desks clear the day.
Customers
Your clients place an order, watch it fill and check what they hold.
Channel Partners
Sub-brokers and distributors sell for you and need to see their numbers.
Operations Teams
Your operations team clears the queue, reconciles files and handles exceptions.
Business Teams
The people who own the product need to know what the system does.
Proof
We've built software for brokerage and investment businesses.
We have built financial applications for firms such as Upstox and Parrot Finance.
How we work
How we build brokerage software
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01
Understand
The first step is one full trading day with your desk: pre-open checks, orders from placement to execution, the margin calls that go out, and the end-of-day batch that builds the settlement and reconciliation files.
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02
Define
Next we agree the rules the system will enforce: who may place an order above a limit, when a position is squared off automatically, and what happens to a partner's commission rate when their tier changes.
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03
Design
Design fixes how information moves between your systems: what the order ticket sends to the risk engine, what the back office sees when a trade fails, and what appears on a partner's payout statement.
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04
Build
The build lands module by module, and each module keeps its own audit trail, so every limit change, manual order amendment and payout adjustment records who made it and when.
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05
Launch
Before go-live we run your own scenarios in parallel with the current system and compare the settlement files and the partner payout totals line by line until the two agree.
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06
Improve
After launch the work comes from your own reports, taking one at a time the order rejections and reconciliation breaks your team still clears by hand each week.
Who it's for
Who do we build brokerage software for?
Stock Brokers
You run the trading day: orders, positions, margins, settlements and client reporting.
Investment Businesses
You manage money and need systems your operations and compliance teams trust.
Financial Technology Companies
You sell software to brokerages and need engineering capacity on that work.
Businesses Building New Financial Products
You have a product idea and a market, and the build lies ahead.
Why Latent
Why work with Latent?
We understand financial software.
Our team has worked on brokerage systems, so we start from how margin is blocked, how an order is routed and how a trade reaches settlement rather than from a product feature list.
We build around your requirements.
We build to the rules your desk already enforces: which instruments a customer may trade, how much exposure a desk may hold overnight, and who must approve an order that breaks a limit.
We work closely with your teams.
Your dealers and your back office work directly with us on the order ticket, the margin report and the end-of-day files rather than through a written specification.
We can work with existing systems.
Where you already run an order management system, a risk engine or a back-office package, we connect through its APIs and its nightly files instead of replacing it.
We stay involved after launch.
After go-live we stay on call through your trading day, so the first settlement cycle, the first partner payout run and the first month-end reconciliation happen with your operations team and ours in the same channel.
“Build brokerage software that fits your business.”
After launch our team stays reachable through the trading day you work.
Questions
Brokerage software development, answered
What is stock brokerage software development?
Stock brokerage software development means building the software a brokerage trades on.
Does Latent provide ready-made brokerage software?
No. Latent builds custom software around each brokerage, not a packaged platform.
Has Latent worked with a stock brokerage?
Yes. We built the channel partner mobile application for Upstox and its partners.
Can you build a brokerage mobile app?
Yes. We build mobile apps for clients, partners, employees and other users.
Can you build a web-based brokerage platform?
Yes. We build web applications around your own products, workflows and users.
Can you work with our existing brokerage systems?
Yes. We build new applications that work with the systems you run today.
Can you build software for brokerage partners?
Yes. Our work with Upstox included a mobile application for channel partners.
How do you start a brokerage software project?
We start by understanding your business, your users, your products and systems.
Building a new brokerage product?
Tell us what your brokerage does today and where the manual work sits.
Talk to our brokerage software development team →