Everything is a module and everything is yours — switch services on or off, connect your systems, and run it all securely.
Offer modular algo packages your clients start themselves. Each package trades toward a target using your risk profile — the client picks the risk after choosing a package.
Automate account onboarding and pull balances & trade reporting into your own systems — with IP-scoped, hashed API keys and a full audit log of every call.
We design and build a professional, unique marketing website for your brokerage — in your identity, wired to your platform. You launch looking established, not off-the-shelf.
Every service is a switch. Run a full brokerage, a lead-only CRM, or anything between — and change your mind any time. Off means hidden everywhere.
Your logo, colors, domain and favicon everywhere — uploaded from the CRM in seconds.
EN, IT, FR, DE, ES, AR, PT and more — the whole client zone, per client.
Configurable gateways & offline methods, per-plan pricing, approvals and reconciliation.
Document review, verification states and role-based access to sensitive data.
Live equity/margin/P-L, configurable stop-out and a read-only exposure center.
Every action — staff, client, robot or API — recorded and searchable.
Built from day one to handle real client money and real client data.
OKTA Lab provides technology and software services only. We do not provide trading, brokerage, investment or financial services; we do not give trading, investment or financial advice or recommendations of any kind; and we do not solicit, receive or hold client funds. Any brokerage operation, trading conditions, market access, licensing and regulatory compliance are the sole responsibility of the client operating the platform.
OKTA